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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $483,708 | -2.9% | 10,360 | -5.5% | 0.00% | 0.0% |
| Q3 2022 | $498,000 | -10.3% | 10,960 | -5.5% | 0.00% | 0.0% |
| Q2 2022 | $555,000 | -52.8% | 11,604 | -50.1% | 0.00% | 0.0% |
| Q1 2022 | $1,176,000 | +333.9% | 23,264 | +365.7% | 0.00% | 0.0% |
| Q3 2021 | $271,000 | -5.2% | 4,996 | -4.5% | 0.00% | 0.0% |
| Q2 2021 | $286,000 | +1.8% | 5,233 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $281,000 | -23.6% | 5,201 | -20.7% | 0.00% | 0.0% |
| Q4 2020 | $368,000 | +12.5% | 6,559 | +12.8% | 0.00% | -50.0% |
| Q3 2020 | $327,000 | -28.9% | 5,815 | -28.9% | 0.00% | -33.3% |
| Q2 2020 | $460,000 | -53.1% | 8,175 | -55.8% | 0.00% | -57.1% |
| Q2 2019 | $981,000 | +2.2% | 18,500 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $960,000 | +2.6% | 18,500 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $936,000 | – | 18,500 | – | 0.01% | – |
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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% |