SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 503 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,786,000 | -48.4% | 67,570 | -48.4% | 1.47% | -51.5% |
| Q3 2020 | $7,342,000 | +121.9% | 130,914 | +122.5% | 3.03% | +105.6% |
| Q2 2020 | $3,309,000 | +389.5% | 58,834 | +372.6% | 1.47% | +285.6% |
| Q1 2020 | $676,000 | -19.6% | 12,450 | -20.9% | 0.38% | +5.8% |
| Q4 2019 | $841,000 | -1.1% | 15,740 | -0.3% | 0.36% | -8.8% |
| Q3 2019 | $850,000 | +88.9% | 15,790 | +86.0% | 0.40% | +94.1% |
| Q2 2019 | $450,000 | – | 8,490 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KilterHowling LLC | 303,192 | $13,737,642 | 16.50% |
| Northeast Financial Group, Inc. | 387,518 | $17,558,436 | 15.83% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,418,864 | $64,289,000 | 9.88% |
| Alliance Wealth Management Group | 518,384 | $23,488,000 | 9.13% |
| BlueSky Wealth Advisors, LLC | 865,091 | $39,197,000 | 9.10% |
| Total Wealth Planning, LLC | 668,447 | $30,287,000 | 8.60% |
| MorganRosel Wealth Management, LLC | 342,844 | $15,534,000 | 7.79% |
| Clay Northam Wealth Management, LLC | 135,684 | $6,148,000 | 7.67% |
| McAdam, LLC | 1,405,033 | $63,662,000 | 6.90% |
| Bond & Devick Financial Network, Inc. | 183,979 | $8,336,000 | 6.89% |