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 | $1,428,351 | -2.4% | 32,293 | +1.9% | 0.03% | 0.0% |
| Q2 2023 | $1,463,436 | -1.3% | 31,704 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $1,482,273 | +12.7% | 31,598 | +9.6% | 0.03% | +3.3% |
| Q4 2022 | $1,315,670 | -0.0% | 28,821 | -0.8% | 0.03% | -6.2% |
| Q3 2022 | $1,316,000 | +2.3% | 29,043 | +8.1% | 0.03% | +6.7% |
| Q2 2022 | $1,286,000 | -5.3% | 26,859 | +0.0% | 0.03% | +7.1% |
| Q1 2022 | $1,358,000 | -6.2% | 26,847 | +0.0% | 0.03% | -3.4% |
| Q4 2021 | $1,447,000 | -0.6% | 26,840 | +0.1% | 0.03% | -9.4% |
| Q3 2021 | $1,456,000 | -0.5% | 26,826 | +0.0% | 0.03% | +3.2% |
| Q2 2021 | $1,464,000 | +1.2% | 26,816 | +0.0% | 0.03% | -13.9% |
| Q1 2021 | $1,446,000 | -3.7% | 26,805 | +0.0% | 0.04% | -10.0% |
| Q4 2020 | $1,501,000 | +5.8% | 26,798 | +5.9% | 0.04% | -4.8% |
| Q3 2020 | $1,419,000 | -2.5% | 25,296 | -2.3% | 0.04% | -8.7% |
| Q2 2020 | $1,456,000 | +6.1% | 25,892 | +2.4% | 0.05% | -9.8% |
| Q1 2020 | $1,372,000 | +3.7% | 25,282 | +2.1% | 0.05% | +18.6% |
| Q4 2019 | $1,323,000 | 0.0% | 24,758 | +0.8% | 0.04% | -12.2% |
| Q3 2019 | $1,323,000 | – | 24,568 | – | 0.05% | – |
Download | ||||||
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% |