SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 458 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $435,000 | -8.0% | 9,607 | -0.3% | 0.20% | +6.8% |
| Q2 2022 | $473,000 | -14.5% | 9,640 | -11.8% | 0.19% | -5.4% |
| Q1 2022 | $553,000 | -38.4% | 10,933 | -34.4% | 0.20% | -37.1% |
| Q4 2021 | $898,000 | -11.3% | 16,660 | -10.6% | 0.32% | -14.6% |
| Q3 2021 | $1,012,000 | +1.2% | 18,644 | +1.8% | 0.38% | +1.1% |
| Q2 2021 | $1,000,000 | +12.9% | 18,320 | +11.6% | 0.37% | +21.2% |
| Q1 2021 | $886,000 | +18.1% | 16,416 | +22.6% | 0.31% | +4.4% |
| Q4 2020 | $750,000 | +12.8% | 13,393 | +13.0% | 0.29% | -2.3% |
| Q3 2020 | $665,000 | – | 11,854 | – | 0.30% | – |
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% |