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 | $486,755 | +126.4% | 11,005 | +136.3% | 0.01% | +133.3% |
| Q2 2023 | $214,976 | -12.6% | 4,657 | +1.9% | 0.00% | -40.0% |
| Q4 2021 | $246,000 | -11.2% | 4,570 | -10.3% | 0.01% | -16.7% |
| Q3 2021 | $277,000 | +2.2% | 5,096 | +2.8% | 0.01% | -14.3% |
| Q2 2021 | $271,000 | -13.1% | 4,959 | -11.1% | 0.01% | -56.2% |
| Q4 2020 | $312,000 | +9.9% | 5,576 | +10.0% | 0.02% | -27.3% |
| Q3 2020 | $284,000 | +25.7% | 5,070 | +12.9% | 0.02% | -37.1% |
| Q3 2018 | $226,000 | +10.8% | 4,490 | +14.5% | 0.04% | -18.6% |
| Q4 2017 | $204,000 | -13.2% | 3,922 | -10.3% | 0.04% | -46.2% |
| Q2 2016 | $235,000 | -3.7% | 4,374 | -5.4% | 0.08% | -1.2% |
| Q1 2016 | $244,000 | -2.8% | 4,624 | -5.1% | 0.08% | -3.6% |
| Q4 2015 | $251,000 | -4.9% | 4,870 | -3.9% | 0.08% | -9.7% |
| Q3 2015 | $264,000 | -14.0% | 5,070 | -14.5% | 0.09% | -7.9% |
| Q2 2015 | $307,000 | -21.3% | 5,930 | -19.6% | 0.10% | -31.3% |
| Q1 2015 | $390,000 | -4.9% | 7,379 | -5.9% | 0.15% | -7.5% |
| Q4 2014 | $410,000 | -0.5% | 7,839 | -1.5% | 0.16% | -6.5% |
| Q3 2014 | $412,000 | -14.9% | 7,957 | -14.7% | 0.17% | -19.4% |
| Q2 2014 | $484,000 | -19.9% | 9,323 | -21.0% | 0.21% | -24.6% |
| Q1 2014 | $604,000 | -24.0% | 11,806 | -25.3% | 0.28% | -25.3% |
| Q4 2013 | $795,000 | -58.5% | 15,807 | -58.1% | 0.38% | -63.1% |
| Q3 2013 | $1,916,000 | -4.2% | 37,688 | -4.7% | 1.02% | -9.9% |
| Q2 2013 | $1,999,000 | – | 39,547 | – | 1.13% | – |
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% |