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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $994,000 | -1.6% | 18,450 | -1.3% | 0.11% | -3.5% |
| Q3 2021 | $1,010,000 | -3.0% | 18,689 | -0.9% | 0.12% | -4.2% |
| Q2 2021 | $1,041,000 | +0.4% | 18,863 | -1.3% | 0.12% | -4.8% |
| Q1 2021 | $1,037,000 | -1.7% | 19,106 | +0.3% | 0.13% | -9.4% |
| Q4 2020 | $1,055,000 | -5.0% | 19,045 | -3.8% | 0.14% | -17.3% |
| Q3 2020 | $1,110,000 | -8.2% | 19,792 | -7.9% | 0.17% | -16.8% |
| Q2 2020 | $1,209,000 | +1.9% | 21,495 | -1.7% | 0.20% | -13.3% |
| Q1 2020 | $1,187,000 | -0.3% | 21,864 | -1.8% | 0.23% | +22.6% |
| Q4 2019 | $1,190,000 | -9.6% | 22,268 | -9.0% | 0.19% | -17.4% |
| Q3 2019 | $1,317,000 | +1.5% | 24,465 | -0.1% | 0.23% | -1.3% |
| Q2 2019 | $1,298,000 | -0.8% | 24,497 | -2.8% | 0.23% | -4.1% |
| Q1 2019 | $1,308,000 | +3.2% | 25,209 | +0.7% | 0.24% | -7.3% |
| Q4 2018 | $1,267,000 | -0.2% | 25,036 | -0.9% | 0.26% | +5.2% |
| Q3 2018 | $1,270,000 | -5.4% | 25,273 | -4.7% | 0.25% | -12.3% |
| Q2 2018 | $1,343,000 | -52.3% | 26,523 | -51.9% | 0.28% | -53.4% |
| Q1 2018 | $2,815,000 | +3.0% | 55,166 | +5.1% | 0.61% | +4.6% |
| Q4 2017 | $2,732,000 | -2.1% | 52,496 | -1.5% | 0.58% | -7.2% |
| Q3 2017 | $2,792,000 | +6.6% | 53,317 | +6.4% | 0.63% | +4.0% |
| Q2 2017 | $2,618,000 | +3.9% | 50,112 | +3.0% | 0.60% | +1.2% |
| Q1 2017 | $2,519,000 | +12.1% | 48,648 | +11.4% | 0.60% | +2.8% |
| Q4 2016 | $2,248,000 | +13.3% | 43,652 | +18.1% | 0.58% | +8.0% |
| Q3 2016 | $1,984,000 | +46.1% | 36,970 | +46.2% | 0.54% | +42.7% |
| Q2 2016 | $1,358,000 | +34.2% | 25,287 | +32.0% | 0.38% | +28.7% |
| Q1 2016 | $1,012,000 | +18.6% | 19,157 | +15.6% | 0.29% | +15.4% |
| Q4 2015 | $853,000 | +52.6% | 16,565 | +54.6% | 0.25% | +36.6% |
| Q3 2015 | $559,000 | +0.9% | 10,714 | +0.1% | 0.19% | +6.9% |
| Q2 2015 | $554,000 | – | 10,705 | – | 0.17% | – |
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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% |