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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $112,433 | -4.2% | 2,542 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $117,339 | -4.8% | 2,542 | -3.3% | 0.00% | 0.0% |
Q1 2023 | $123,279 | +4.5% | 2,628 | +1.7% | 0.00% | 0.0% |
Q4 2022 | $118,005 | -11.9% | 2,585 | -12.9% | 0.00% | -33.3% |
Q3 2022 | $134,000 | -5.6% | 2,967 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $142,000 | -70.5% | 2,967 | -68.9% | 0.00% | -57.1% |
Q1 2022 | $482,000 | -6.2% | 9,540 | 0.0% | 0.01% | -12.5% |
Q4 2021 | $514,000 | +6.6% | 9,540 | +7.3% | 0.01% | 0.0% |
Q3 2021 | $482,000 | -2.6% | 8,890 | -2.0% | 0.01% | 0.0% |
Q2 2021 | $495,000 | -99.9% | 9,069 | -50.4% | 0.01% | -11.1% |
Q1 2021 | $986,530,000 | +192581.6% | 18,286 | +100.0% | 0.01% | -18.2% |
Q4 2020 | $512,000 | +253.1% | 9,143 | +252.5% | 0.01% | +175.0% |
Q3 2020 | $145,000 | +81.2% | 2,594 | +82.4% | 0.00% | +100.0% |
Q2 2020 | $80,000 | +3.9% | 1,422 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $77,000 | +2.7% | 1,422 | 0.0% | 0.00% | +50.0% |
Q4 2019 | $75,000 | +733.3% | 1,422 | +694.4% | 0.00% | – |
Q3 2019 | $9,000 | 0.0% | 179 | 0.0% | 0.00% | – |
Q2 2019 | $9,000 | -25.0% | 179 | -26.3% | 0.00% | -100.0% |
Q3 2018 | $12,000 | +300.0% | 243 | +279.7% | 0.00% | – |
Q2 2018 | $3,000 | – | 64 | – | 0.00% | – |
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% |