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 2023 | $284,530 | -7.3% | 6,164 | -5.7% | 0.03% | -10.8% |
| Q1 2023 | $306,791 | +1.9% | 6,540 | -0.8% | 0.04% | -2.6% |
| Q4 2022 | $300,925 | +40.6% | 6,592 | +67.1% | 0.04% | +31.0% |
| Q3 2021 | $214,000 | -9.7% | 3,945 | -6.5% | 0.03% | -52.5% |
| Q4 2020 | $237,000 | 0.0% | 4,221 | 0.0% | 0.06% | -17.6% |
| Q3 2020 | $237,000 | -10.2% | 4,221 | -10.1% | 0.07% | -19.6% |
| Q2 2020 | $264,000 | -6.4% | 4,696 | -9.6% | 0.09% | -24.6% |
| Q1 2020 | $282,000 | – | 5,197 | – | 0.12% | – |
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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% |