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 2021 | $563,000 | -44.3% | 10,454 | -43.8% | 0.10% | -48.2% |
| Q3 2021 | $1,010,000 | +1.6% | 18,612 | +2.2% | 0.19% | -4.9% |
| Q2 2021 | $994,000 | +5.3% | 18,206 | +4.1% | 0.20% | -7.7% |
| Q1 2021 | $944,000 | +0.4% | 17,489 | +3.7% | 0.22% | -2.7% |
| Q4 2020 | $940,000 | +3.8% | 16,860 | +4.4% | 0.23% | -10.3% |
| Q3 2020 | $906,000 | +11.2% | 16,149 | +11.4% | 0.25% | -2.3% |
| Q2 2020 | $815,000 | +20.4% | 14,496 | +16.2% | 0.26% | -3.7% |
| Q1 2020 | $677,000 | +5.6% | 12,475 | +3.9% | 0.27% | +24.1% |
| Q4 2019 | $641,000 | +3.2% | 12,006 | +3.6% | 0.22% | 0.0% |
| Q3 2019 | $621,000 | – | 11,593 | – | 0.22% | – |
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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% |