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 2023 | $9,527,351 | +24.7% | 206,398 | +26.7% | 0.02% | +25.0% |
| Q1 2023 | $7,641,455 | +1.8% | 162,896 | -0.9% | 0.01% | -7.7% |
| Q4 2022 | $7,506,562 | +10.9% | 164,437 | +10.1% | 0.01% | +8.3% |
| Q3 2022 | $6,766,000 | +2434.1% | 149,330 | +2576.2% | 0.01% | – |
| Q2 2022 | $267,000 | -49.5% | 5,580 | -46.6% | 0.00% | -100.0% |
| Q1 2022 | $529,000 | -19.4% | 10,454 | -14.1% | 0.00% | 0.0% |
| Q4 2021 | $656,000 | +33.3% | 12,174 | +34.4% | 0.00% | 0.0% |
| Q3 2021 | $492,000 | -10.1% | 9,056 | -9.6% | 0.00% | 0.0% |
| Q2 2021 | $547,000 | +13.5% | 10,016 | +12.0% | 0.00% | 0.0% |
| Q1 2021 | $482,000 | +76.6% | 8,940 | +83.1% | 0.00% | 0.0% |
| Q4 2020 | $273,000 | -41.8% | 4,883 | -44.8% | 0.00% | 0.0% |
| Q2 2019 | $469,000 | +6.6% | 8,850 | +2.5% | 0.00% | 0.0% |
| Q1 2018 | $440,000 | – | 8,636 | – | 0.00% | – |
Download | ||||||
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% |