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 2022 | $203,000 | -11.0% | 4,245 | -6.0% | 0.07% | +1.4% |
| Q1 2022 | $228,000 | -17.4% | 4,517 | -11.7% | 0.07% | -15.9% |
| Q4 2021 | $276,000 | -35.2% | 5,117 | -34.8% | 0.08% | -43.1% |
| Q3 2021 | $426,000 | -14.1% | 7,850 | -13.6% | 0.14% | -16.3% |
| Q2 2021 | $496,000 | -14.3% | 9,082 | -15.4% | 0.17% | -23.2% |
| Q1 2021 | $579,000 | -6.9% | 10,740 | -3.2% | 0.22% | -14.2% |
| Q4 2020 | $622,000 | +20.1% | 11,096 | +20.2% | 0.26% | +5.2% |
| Q3 2020 | $518,000 | +98.5% | 9,235 | +98.8% | 0.25% | +79.7% |
| Q2 2020 | $261,000 | -1.1% | 4,646 | -4.5% | 0.14% | -18.3% |
| Q1 2020 | $264,000 | -1.5% | 4,864 | -3.0% | 0.17% | +15.8% |
| Q4 2019 | $268,000 | -12.7% | 5,014 | -12.0% | 0.15% | -21.5% |
| Q3 2019 | $307,000 | +17.6% | 5,696 | +15.7% | 0.19% | +18.5% |
| Q2 2019 | $261,000 | -11.8% | 4,925 | -13.6% | 0.16% | -18.7% |
| Q1 2019 | $296,000 | +13.0% | 5,699 | +10.0% | 0.19% | +2.1% |
| Q4 2018 | $262,000 | – | 5,182 | – | 0.19% | – |
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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% |