SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |