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 2020 | $25,396,000 | +73.7% | 452,855 | +74.2% | 2.17% | +56.5% |
| Q2 2020 | $14,617,000 | +284.4% | 259,917 | +271.0% | 1.38% | +155.1% |
| Q1 2020 | $3,803,000 | -33.9% | 70,067 | -34.9% | 0.54% | -11.3% |
| Q4 2019 | $5,752,000 | -1.8% | 107,642 | -1.0% | 0.61% | -8.5% |
| Q3 2019 | $5,856,000 | +1.5% | 108,752 | -0.1% | 0.67% | 0.0% |
| Q2 2019 | $5,770,000 | +281.4% | 108,866 | +273.3% | 0.67% | +255.9% |
| Q1 2019 | $1,513,000 | +108.4% | 29,160 | +103.2% | 0.19% | +89.9% |
| Q4 2018 | $726,000 | +8.4% | 14,348 | +7.6% | 0.10% | +32.0% |
| Q3 2018 | $670,000 | +11.5% | 13,330 | +12.0% | 0.08% | +2.7% |
| Q2 2018 | $601,000 | +11.3% | 11,899 | +12.5% | 0.07% | +4.3% |
| Q1 2018 | $540,000 | – | 10,576 | – | 0.07% | – |
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% |