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 2021 | $323,000 | -0.6% | 5,946 | +30.1% | 0.02% | -6.2% |
| Q2 2021 | $325,000 | +14.4% | 4,569 | -9.8% | 0.02% | -70.9% |
| Q4 2020 | $284,000 | -22.8% | 5,066 | -22.6% | 0.06% | -52.2% |
| Q3 2020 | $368,000 | 0.0% | 6,542 | 0.0% | 0.12% | +8.5% |
| Q2 2020 | $368,000 | +43.2% | 6,542 | +38.3% | 0.11% | +158.5% |
| Q1 2020 | $257,000 | +1.6% | 4,732 | +0.1% | 0.04% | -22.6% |
| Q4 2019 | $253,000 | +6.3% | 4,727 | +6.8% | 0.05% | +10.4% |
| Q3 2019 | $238,000 | -8.8% | 4,424 | -12.1% | 0.05% | 0.0% |
| Q1 2019 | $261,000 | – | 5,032 | – | 0.05% | – |
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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% |