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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,407,284 | +0.3% | 438,781 | +4.7% | 0.21% | +4.5% |
| Q2 2023 | $19,339,747 | +6.6% | 418,972 | +8.4% | 0.20% | -0.5% |
| Q1 2023 | $18,136,063 | +7.8% | 386,614 | +4.9% | 0.20% | +5.2% |
| Q4 2022 | $16,830,379 | +25.4% | 368,683 | +24.4% | 0.19% | +18.5% |
| Q3 2022 | $13,426,000 | -3.9% | 296,324 | +1.6% | 0.16% | 0.0% |
| Q2 2022 | $13,967,000 | -4.0% | 291,770 | +1.4% | 0.16% | -78.9% |
| Q1 2022 | $14,547,000 | -7.8% | 287,660 | -1.7% | 0.77% | -6.7% |
| Q4 2021 | $15,776,000 | +7.9% | 292,689 | +8.6% | 0.82% | +2.1% |
| Q3 2021 | $14,617,000 | +10.8% | 269,396 | +11.4% | 0.81% | +5.8% |
| Q2 2021 | $13,198,000 | -7.1% | 241,723 | -8.2% | 0.76% | -11.0% |
| Q1 2021 | $14,207,000 | +0.5% | 263,338 | +4.3% | 0.86% | -9.8% |
| Q4 2020 | $14,143,000 | +74.9% | 252,427 | +75.1% | 0.95% | +29.5% |
| Q3 2020 | $8,085,000 | +434.7% | 144,170 | +436.3% | 0.73% | +358.1% |
| Q2 2020 | $1,512,000 | – | 26,880 | – | 0.16% | – |
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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% |