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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $105,000 | +4.0% | 1,947 | +7.6% | 0.03% | -6.9% |
| Q4 2020 | $101,000 | +3.1% | 1,809 | +4.0% | 0.03% | -9.4% |
| Q3 2020 | $98,000 | +4.3% | 1,740 | +4.3% | 0.03% | -3.0% |
| Q2 2020 | $94,000 | +13.3% | 1,668 | +9.5% | 0.03% | -8.3% |
| Q1 2020 | $83,000 | -28.4% | 1,523 | -29.6% | 0.04% | -5.3% |
| Q4 2019 | $116,000 | +5.5% | 2,164 | +6.3% | 0.04% | -2.6% |
| Q3 2019 | $110,000 | +10.0% | 2,036 | +7.8% | 0.04% | +5.4% |
| Q2 2019 | $100,000 | +5.3% | 1,888 | +2.6% | 0.04% | +5.7% |
| Q1 2019 | $95,000 | +5.6% | 1,840 | +3.2% | 0.04% | -7.9% |
| Q4 2018 | $90,000 | – | 1,783 | – | 0.04% | – |
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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% |