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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $639,014 | +89397.8% | 13,843 | -9.1% | 0.00% | -33.3% |
| Q1 2023 | $714 | +6390.9% | 15,231 | +6193.8% | 0.00% | – |
| Q4 2022 | $11 | -99.9% | 242 | +0.4% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 241 | +0.4% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 240 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | +50.0% | 240 | +60.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | – | 150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 455,707 | $22,002,000 | 15.79% |
| Northeast Financial Group, Inc. | 381,989 | $18,285,818 | 15.43% |
| APPLETON GROUP, LLC | 49,851 | $2,386,000 | 13.88% |
| Tenret Co LLC | 256,907 | $12,298,000 | 12.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,546,979 | $74,054,000 | 10.50% |
| KilterHowling LLC | 185,635 | $8,886,368 | 9.98% |
| Alliance Wealth Management Group | 556,852 | $26,657,000 | 9.85% |
| BlueSky Wealth Advisors, LLC | 819,742 | $39,241,000 | 8.71% |
| Total Wealth Planning, LLC | 622,088 | $29,779,000 | 8.62% |
| Mokosak Advisory Group, LLC | 375,030 | $17,956,000 | 8.57% |