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 | $20,036 | -4.2% | 453 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $20,910 | -1.6% | 453 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $21,250 | +2.7% | 453 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $20,686 | -1.5% | 453 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 453 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $22,000 | -21.4% | 453 | -18.1% | 0.02% | -5.9% |
| Q1 2022 | $28,000 | -6.7% | 553 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $30,000 | 0.0% | 553 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 553 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $30,000 | 0.0% | 553 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $30,000 | -3.2% | 553 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $31,000 | 0.0% | 553 | 0.0% | 0.02% | -13.6% |
| Q3 2020 | $31,000 | 0.0% | 553 | 0.0% | 0.02% | -31.2% |
| Q2 2020 | $31,000 | 0.0% | 553 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $31,000 | +3.3% | 553 | 0.0% | 0.03% | +39.1% |
| Q4 2019 | $30,000 | – | 553 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 455,707 | $22,002,000 | 15.79% |
| Northeast Financial Group, Inc. | 381,989 | $18,285,818 | 15.43% |
| APPLETON GROUP, LLC | 49,851 | $2,386,000 | 13.88% |
| Tenret Co LLC | 256,907 | $12,298,000 | 12.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,546,979 | $74,054,000 | 10.50% |
| KilterHowling LLC | 185,635 | $8,886,368 | 9.98% |
| Alliance Wealth Management Group | 556,852 | $26,657,000 | 9.85% |
| BlueSky Wealth Advisors, LLC | 819,742 | $39,241,000 | 8.71% |
| Total Wealth Planning, LLC | 622,088 | $29,779,000 | 8.62% |
| Mokosak Advisory Group, LLC | 375,030 | $17,956,000 | 8.57% |