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 2021 | $210,000 | -1.9% | 3,871 | -1.2% | 0.08% | 0.0% |
| Q2 2021 | $214,000 | -30.5% | 3,918 | -31.4% | 0.08% | -36.1% |
| Q1 2021 | $308,000 | -27.4% | 5,713 | -24.4% | 0.13% | -19.4% |
| Q4 2020 | $424,000 | -2.8% | 7,559 | -2.9% | 0.16% | -15.8% |
| Q3 2020 | $436,000 | -11.2% | 7,781 | -10.8% | 0.20% | -19.3% |
| Q2 2020 | $491,000 | -0.4% | 8,726 | -5.5% | 0.24% | +8.0% |
| Q4 2019 | $493,000 | -0.4% | 9,233 | +0.3% | 0.22% | -4.7% |
| Q3 2019 | $495,000 | -10.2% | 9,201 | -11.5% | 0.24% | -5.6% |
| Q2 2019 | $551,000 | -15.5% | 10,396 | -17.3% | 0.25% | -19.4% |
| Q1 2019 | $652,000 | -46.0% | 12,576 | -47.3% | 0.31% | -49.9% |
| Q4 2018 | $1,207,000 | -0.7% | 23,864 | -1.3% | 0.62% | +26.6% |
| Q3 2018 | $1,215,000 | +1.1% | 24,185 | +1.9% | 0.49% | -10.4% |
| Q2 2018 | $1,202,000 | +12.0% | 23,732 | +12.8% | 0.55% | +11.9% |
| Q1 2018 | $1,073,000 | +7.1% | 21,041 | +9.2% | 0.49% | +13.2% |
| Q4 2017 | $1,002,000 | +39.6% | 19,264 | +40.5% | 0.43% | +42.2% |
| Q3 2017 | $718,000 | +5.9% | 13,713 | +5.7% | 0.30% | -2.3% |
| Q2 2017 | $678,000 | +6.4% | 12,971 | +5.5% | 0.31% | +4.7% |
| Q1 2017 | $637,000 | +36.1% | 12,293 | +35.3% | 0.30% | -1.7% |
| Q4 2016 | $468,000 | +10.6% | 9,085 | +15.4% | 0.30% | +39.4% |
| Q3 2016 | $423,000 | +28.6% | 7,875 | +28.7% | 0.22% | +26.3% |
| Q2 2016 | $329,000 | +17.1% | 6,118 | +15.1% | 0.17% | +14.8% |
| Q1 2016 | $281,000 | +13.8% | 5,317 | +11.0% | 0.15% | +8.0% |
| Q4 2015 | $247,000 | – | 4,789 | – | 0.14% | – |
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% |