SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $322,000 | -8.5% | 6,367 | -2.5% | 0.08% | -7.4% |
| Q4 2021 | $352,000 | -29.5% | 6,530 | -29.0% | 0.08% | -34.1% |
| Q3 2021 | $499,000 | -0.6% | 9,200 | 0.0% | 0.12% | -1.6% |
| Q2 2021 | $502,000 | -10.5% | 9,200 | -11.5% | 0.12% | -8.1% |
| Q1 2021 | $561,000 | -18.2% | 10,395 | -15.1% | 0.14% | -24.0% |
| Q4 2020 | $686,000 | -4.1% | 12,241 | -4.0% | 0.18% | -16.0% |
| Q3 2020 | $715,000 | -0.3% | 12,746 | 0.0% | 0.21% | -6.6% |
| Q2 2020 | $717,000 | -0.3% | 12,746 | -3.8% | 0.23% | -17.7% |
| Q1 2020 | $719,000 | +1.6% | 13,246 | 0.0% | 0.28% | +29.4% |
| Q4 2019 | $708,000 | -0.4% | 13,246 | +0.3% | 0.21% | -7.8% |
| Q3 2019 | $711,000 | +1.4% | 13,200 | -0.2% | 0.23% | +1.3% |
| Q2 2019 | $701,000 | +11.4% | 13,222 | +9.1% | 0.23% | +7.0% |
| Q1 2019 | $629,000 | +19.8% | 12,121 | +16.7% | 0.21% | +8.6% |
| Q4 2018 | $525,000 | +0.2% | 10,385 | -0.5% | 0.20% | +11.3% |
| Q3 2018 | $524,000 | -0.8% | 10,436 | 0.0% | 0.18% | -7.8% |
| Q2 2018 | $528,000 | -0.9% | 10,436 | -0.1% | 0.19% | -2.0% |
| Q1 2018 | $533,000 | -13.2% | 10,449 | -11.4% | 0.20% | -12.9% |
| Q4 2017 | $614,000 | -2.8% | 11,792 | -2.3% | 0.22% | -0.4% |
| Q3 2017 | $632,000 | -0.8% | 12,072 | -1.0% | 0.23% | -4.2% |
| Q2 2017 | $637,000 | -7.7% | 12,194 | -8.5% | 0.24% | -9.6% |
| Q1 2017 | $690,000 | +2.8% | 13,326 | +2.2% | 0.26% | -2.6% |
| Q4 2016 | $671,000 | +27.1% | 13,035 | +32.6% | 0.27% | +20.7% |
| Q3 2016 | $528,000 | -4.2% | 9,829 | -4.1% | 0.22% | -9.0% |
| Q2 2016 | $551,000 | +40.9% | 10,249 | +38.5% | 0.24% | +31.9% |
| Q1 2016 | $391,000 | +34.4% | 7,401 | +30.8% | 0.18% | +29.4% |
| Q4 2015 | $291,000 | +15.5% | 5,657 | +16.9% | 0.14% | +6.7% |
| Q3 2015 | $252,000 | +9.6% | 4,840 | +9.0% | 0.13% | +10.7% |
| Q2 2015 | $230,000 | – | 4,440 | – | 0.12% | – |
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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% |