SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,873,000 | -4.1% | 53,775 | -3.3% | 1.98% | -7.1% |
| Q3 2019 | $2,995,000 | +0.4% | 55,626 | -1.2% | 2.13% | +2.0% |
| Q2 2019 | $2,984,000 | +3.5% | 56,301 | +1.3% | 2.08% | -11.5% |
| Q1 2019 | $2,884,000 | +0.8% | 55,589 | -1.7% | 2.36% | -9.8% |
| Q4 2018 | $2,860,000 | +0.7% | 56,528 | +0.0% | 2.61% | +11.7% |
| Q3 2018 | $2,840,000 | -2.9% | 56,518 | -2.2% | 2.34% | -7.5% |
| Q2 2018 | $2,926,000 | -3.5% | 57,774 | -2.8% | 2.53% | -0.1% |
| Q1 2018 | $3,031,000 | -0.4% | 59,417 | +1.6% | 2.53% | -0.6% |
| Q4 2017 | $3,044,000 | – | 58,503 | – | 2.55% | – |
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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% |