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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,300,000 | +0.4% | 23,816 | -0.8% | 0.14% | -7.7% |
| Q1 2021 | $1,295,000 | +39.5% | 23,999 | +44.9% | 0.16% | +13.1% |
| Q4 2020 | $928,000 | +7.7% | 16,557 | +7.7% | 0.14% | -4.9% |
| Q3 2020 | $862,000 | +4.2% | 15,367 | +4.5% | 0.14% | +0.7% |
| Q2 2020 | $827,000 | +5.2% | 14,700 | +1.5% | 0.14% | -4.7% |
| Q1 2020 | $786,000 | -4.8% | 14,479 | -6.4% | 0.15% | +28.2% |
| Q4 2019 | $826,000 | -0.4% | 15,464 | +0.5% | 0.12% | -12.0% |
| Q3 2019 | $829,000 | +2.0% | 15,394 | +0.3% | 0.13% | +1.5% |
| Q2 2019 | $813,000 | +8.3% | 15,345 | +6.1% | 0.13% | +1.6% |
| Q1 2019 | $751,000 | – | 14,469 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 455,707 | $22,002,000 | 15.79% |
| Northeast Financial Group, Inc. | 381,989 | $18,285,818 | 15.43% |
| APPLETON GROUP, LLC | 49,851 | $2,386,000 | 13.88% |
| Tenret Co LLC | 256,907 | $12,298,000 | 12.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,546,979 | $74,054,000 | 10.50% |
| KilterHowling LLC | 185,635 | $8,886,368 | 9.98% |
| Alliance Wealth Management Group | 556,852 | $26,657,000 | 9.85% |
| BlueSky Wealth Advisors, LLC | 819,742 | $39,241,000 | 8.71% |
| Total Wealth Planning, LLC | 622,088 | $29,779,000 | 8.62% |
| Mokosak Advisory Group, LLC | 375,030 | $17,956,000 | 8.57% |