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 2022 | $243,000 | -6.2% | 4,805 | 0.0% | 0.03% | -6.7% |
| Q4 2021 | $259,000 | -0.8% | 4,805 | 0.0% | 0.03% | -11.8% |
| Q3 2021 | $261,000 | -0.4% | 4,805 | 0.0% | 0.03% | -5.6% |
| Q2 2021 | $262,000 | -4.7% | 4,805 | -5.6% | 0.04% | -14.3% |
| Q1 2021 | $275,000 | -4.5% | 5,091 | -0.9% | 0.04% | -14.3% |
| Q4 2020 | $288,000 | +5.9% | 5,135 | +5.8% | 0.05% | -7.5% |
| Q3 2020 | $272,000 | -0.4% | 4,855 | 0.0% | 0.05% | -10.2% |
| Q2 2020 | $273,000 | +3.8% | 4,855 | 0.0% | 0.06% | -14.5% |
| Q1 2020 | $263,000 | +8.2% | 4,855 | +6.6% | 0.07% | +35.3% |
| Q4 2019 | $243,000 | +5.2% | 4,555 | +6.2% | 0.05% | -5.6% |
| Q3 2019 | $231,000 | +3.6% | 4,290 | +1.8% | 0.05% | 0.0% |
| Q2 2019 | $223,000 | +10.4% | 4,215 | +8.8% | 0.05% | -10.0% |
| Q4 2017 | $202,000 | -6.9% | 3,875 | -6.3% | 0.06% | -16.7% |
| Q3 2017 | $217,000 | +1.9% | 4,135 | +1.2% | 0.07% | -5.3% |
| Q2 2017 | $213,000 | -9.4% | 4,085 | -9.9% | 0.08% | -9.5% |
| Q1 2017 | $235,000 | -1.7% | 4,535 | -2.2% | 0.08% | -9.7% |
| Q4 2016 | $239,000 | -4.0% | 4,635 | 0.0% | 0.09% | -4.1% |
| Q3 2016 | $249,000 | – | 4,635 | – | 0.10% | – |
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% |