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 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $3,000 | -88.0% | 58 | -88.3% | 0.00% | -88.9% |
| Q4 2016 | $25,000 | -7.4% | 495 | -1.0% | 0.02% | -5.3% |
| Q3 2016 | $27,000 | 0.0% | 500 | 0.0% | 0.02% | -5.0% |
| Q2 2016 | $27,000 | -46.0% | 500 | -47.4% | 0.02% | -48.7% |
| Q1 2016 | $50,000 | 0.0% | 950 | 0.0% | 0.04% | +56.0% |
| Q3 2015 | $50,000 | +2.0% | 950 | 0.0% | 0.02% | +8.7% |
| Q2 2015 | $49,000 | -2.0% | 950 | 0.0% | 0.02% | -4.2% |
| Q1 2015 | $50,000 | -10.7% | 950 | -11.5% | 0.02% | -22.6% |
| Q4 2014 | $56,000 | – | 1,073 | – | 0.03% | – |
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% |