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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,400,941 | +4.4% | 31,674 | +9.0% | 0.01% | 0.0% |
| Q2 2023 | $1,341,687 | +96.8% | 29,066 | +100.0% | 0.01% | +80.0% |
| Q1 2023 | $681,602 | +22.6% | 14,530 | +19.3% | 0.01% | 0.0% |
| Q4 2022 | $555,834 | +8.1% | 12,176 | +7.2% | 0.01% | -16.7% |
| Q3 2022 | $514,000 | -1.9% | 11,355 | +3.7% | 0.01% | -14.3% |
| Q2 2022 | $524,000 | -74.9% | 10,953 | -73.5% | 0.01% | -72.0% |
| Q1 2022 | $2,090,000 | -18.9% | 41,331 | -13.5% | 0.02% | -21.9% |
| Q4 2021 | $2,576,000 | +42.2% | 47,787 | +43.2% | 0.03% | +28.0% |
| Q3 2021 | $1,811,000 | -5.8% | 33,379 | -5.2% | 0.02% | -7.4% |
| Q2 2021 | $1,923,000 | +156.7% | 35,211 | +153.6% | 0.03% | +68.8% |
| Q1 2021 | $749,000 | +145.6% | 13,884 | +155.1% | 0.02% | +100.0% |
| Q3 2020 | $305,000 | +5.5% | 5,442 | +5.9% | 0.01% | 0.0% |
| Q2 2020 | $289,000 | +17.0% | 5,138 | +12.8% | 0.01% | 0.0% |
| Q1 2020 | $247,000 | – | 4,555 | – | 0.01% | – |
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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% |