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 | $1,874,240 | +3.1% | 42,375 | +7.6% | 1.44% | +6.0% |
| Q2 2023 | $1,818,212 | -4.6% | 39,389 | -3.9% | 1.36% | -8.9% |
| Q1 2023 | $1,906,200 | +46.4% | 41,002 | +43.7% | 1.49% | +35.4% |
| Q4 2022 | $1,302,491 | -14.5% | 28,532 | -15.2% | 1.10% | -22.4% |
| Q3 2022 | $1,524,000 | -16.5% | 33,645 | -9.5% | 1.42% | -4.3% |
| Q2 2022 | $1,825,000 | -1.1% | 37,167 | +1.8% | 1.48% | +6.0% |
| Q1 2022 | $1,846,000 | +202.1% | 36,496 | +221.7% | 1.40% | +205.7% |
| Q4 2021 | $611,000 | +22.0% | 11,345 | +23.6% | 0.46% | +9.1% |
| Q2 2021 | $501,000 | +27.8% | 9,177 | +26.4% | 0.42% | +14.8% |
| Q1 2021 | $392,000 | 0.0% | 7,259 | +3.6% | 0.36% | -13.9% |
| Q4 2020 | $392,000 | – | 7,005 | – | 0.42% | – |
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% |