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 | $270,953 | -4.2% | 6,126 | 0.0% | 0.23% | +1.8% |
| Q2 2023 | $282,776 | -1.6% | 6,126 | 0.0% | 0.23% | -5.4% |
| Q1 2023 | $287,371 | +6.9% | 6,126 | +4.0% | 0.24% | -0.8% |
| Q4 2022 | $268,787 | +0.7% | 5,888 | 0.0% | 0.24% | -6.5% |
| Q3 2022 | $267,000 | -5.3% | 5,888 | 0.0% | 0.26% | -1.1% |
| Q2 2022 | $282,000 | +2.9% | 5,888 | +25.8% | 0.26% | +11.4% |
| Q1 2022 | $274,000 | -6.2% | 4,680 | -13.6% | 0.24% | -2.9% |
| Q4 2021 | $292,000 | +3.9% | 5,417 | +4.6% | 0.24% | -1.6% |
| Q3 2021 | $281,000 | -0.7% | 5,177 | 0.0% | 0.25% | -0.8% |
| Q2 2021 | $283,000 | +12.3% | 5,177 | +10.6% | 0.25% | +4.2% |
| Q1 2021 | $252,000 | +0.4% | 4,680 | +4.4% | 0.24% | -4.8% |
| Q4 2020 | $251,000 | – | 4,484 | – | 0.25% | – |
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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% |