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 | $55,000 | -6.8% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $59,000 | 0.0% | 1,095 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $59,000 | -1.7% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $60,000 | +1.7% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | -6.3% | 1,095 | -2.4% | 0.01% | -18.2% |
| Q4 2020 | $63,000 | -6.0% | 1,122 | -5.9% | 0.01% | -21.4% |
| Q3 2020 | $67,000 | -2.9% | 1,192 | -2.7% | 0.01% | -6.7% |
| Q2 2020 | $69,000 | -51.4% | 1,225 | -53.1% | 0.02% | -16.7% |
| Q1 2020 | $142,000 | -90.3% | 2,610 | -91.0% | 0.02% | -95.6% |
| Q4 2018 | $1,465,000 | -18.7% | 28,964 | -19.2% | 0.41% | -12.7% |
| Q3 2018 | $1,801,000 | +1.6% | 35,831 | +2.4% | 0.47% | +3.7% |
| Q2 2018 | $1,772,000 | +125.4% | 34,984 | +127.0% | 0.46% | +142.0% |
| Q1 2018 | $786,000 | +8.3% | 15,411 | +10.5% | 0.19% | -7.8% |
| Q4 2017 | $726,000 | – | 13,950 | – | 0.20% | – |
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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% |