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 | $136,576 | +65.7% | 3,088 | +73.0% | 0.00% | -20.0% |
| Q2 2023 | $82,403 | -1.3% | 1,785 | +0.3% | 0.01% | -16.7% |
| Q1 2023 | $83,455 | +3.0% | 1,779 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $81,031 | -7.9% | 1,775 | -8.7% | 0.01% | -25.0% |
| Q3 2022 | $88,000 | +31.3% | 1,944 | +39.3% | 0.01% | +60.0% |
| Q2 2022 | $67,000 | -11.8% | 1,396 | -7.5% | 0.01% | 0.0% |
| Q1 2022 | $76,000 | +1.3% | 1,510 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | -6.2% | 1,396 | -5.3% | 0.01% | -16.7% |
| Q3 2021 | $80,000 | +300.0% | 1,474 | +309.4% | 0.01% | +200.0% |
| Q2 2021 | $20,000 | +5.3% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | -5.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +100.0% | 360 | +94.6% | 0.00% | +100.0% |
| Q3 2020 | $10,000 | -9.1% | 185 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -38.9% | 194 | -40.5% | 0.00% | -66.7% |
| Q1 2020 | $18,000 | – | 326 | – | 0.00% | – |
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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% |