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 2022 | $317,000 | -16.1% | 6,949 | -16.6% | 0.05% | -19.4% |
| Q3 2022 | $378,000 | -6.7% | 8,334 | -1.4% | 0.06% | +19.2% |
| Q2 2022 | $405,000 | -11.6% | 8,451 | -6.7% | 0.05% | -22.4% |
| Q1 2022 | $458,000 | -6.1% | 9,056 | +0.1% | 0.07% | -2.9% |
| Q4 2021 | $488,000 | -3.4% | 9,051 | -2.8% | 0.07% | -11.5% |
| Q3 2021 | $505,000 | -10.3% | 9,309 | -9.8% | 0.08% | -14.3% |
| Q2 2021 | $563,000 | -10.2% | 10,315 | -11.3% | 0.09% | -18.8% |
| Q1 2021 | $627,000 | -12.2% | 11,623 | -8.8% | 0.11% | -23.3% |
| Q4 2020 | $714,000 | – | 12,740 | – | 0.15% | – |
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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% |