SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,168 | -99.9% | 47,500 | -10.5% | 0.00% | 0.0% |
| Q2 2022 | $2,542,000 | -2.0% | 53,100 | +11.7% | 0.00% | 0.0% |
| Q2 2021 | $2,595,000 | -60.9% | 47,532 | -61.4% | 0.00% | -62.5% |
| Q1 2021 | $6,641,000 | -14.2% | 123,100 | -10.9% | 0.01% | 0.0% |
| Q4 2020 | $7,738,000 | +163.8% | 138,100 | +164.1% | 0.01% | +166.7% |
| Q3 2020 | $2,933,000 | -52.3% | 52,300 | -52.2% | 0.00% | -40.0% |
| Q2 2020 | $6,147,000 | +189.7% | 109,300 | +179.5% | 0.01% | +150.0% |
| Q1 2020 | $2,122,000 | +96.8% | 39,100 | +93.8% | 0.00% | +100.0% |
| Q4 2019 | $1,078,000 | +69.8% | 20,178 | +71.0% | 0.00% | 0.0% |
| Q3 2019 | $635,000 | +139.6% | 11,800 | +136.0% | 0.00% | – |
| Q2 2019 | $265,000 | -90.3% | 5,000 | -90.7% | 0.00% | -100.0% |
| Q2 2018 | $2,718,000 | +119.4% | 53,675 | +125.4% | 0.00% | 0.0% |
| Q4 2017 | $1,239,000 | – | 23,812 | – | 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% |