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 2023 | $409,568 | -4.3% | 9,260 | -0.2% | 0.29% | -8.9% |
| Q2 2023 | $428,186 | -4.6% | 9,276 | -3.0% | 0.31% | -7.9% |
| Q1 2023 | $448,779 | -33.7% | 9,567 | -35.5% | 0.34% | -36.6% |
| Q4 2022 | $677,000 | -64.1% | 14,829 | -64.4% | 0.54% | -67.9% |
| Q3 2022 | $1,886,000 | -4.2% | 41,624 | +1.2% | 1.68% | +3.6% |
| Q2 2022 | $1,969,000 | +15.3% | 41,132 | +21.8% | 1.62% | +28.8% |
| Q1 2022 | $1,708,000 | -28.3% | 33,780 | -23.6% | 1.26% | -24.0% |
| Q4 2021 | $2,382,000 | +10.4% | 44,187 | +11.1% | 1.65% | +5.1% |
| Q3 2021 | $2,158,000 | -3.0% | 39,768 | -2.4% | 1.57% | -5.4% |
| Q2 2021 | $2,225,000 | +7.2% | 40,758 | +6.0% | 1.66% | -3.9% |
| Q1 2021 | $2,075,000 | +85.3% | 38,452 | +92.3% | 1.73% | +80.1% |
| Q4 2020 | $1,120,000 | -23.3% | 19,997 | -23.2% | 0.96% | -34.6% |
| Q3 2020 | $1,461,000 | +46.1% | 26,045 | +46.5% | 1.47% | +25.7% |
| Q2 2020 | $1,000,000 | +19.2% | 17,774 | +15.0% | 1.17% | +4.0% |
| Q1 2020 | $839,000 | +128.6% | 15,457 | +125.0% | 1.12% | +193.5% |
| Q4 2019 | $367,000 | +39.0% | 6,871 | +40.2% | 0.38% | +23.2% |
| Q3 2019 | $264,000 | -39.9% | 4,901 | -40.9% | 0.31% | -43.5% |
| Q2 2019 | $439,000 | -48.9% | 8,292 | -49.9% | 0.55% | -50.5% |
| Q1 2019 | $859,000 | -10.8% | 16,563 | -13.0% | 1.11% | -20.1% |
| Q4 2018 | $963,000 | – | 19,027 | – | 1.39% | – |
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% |