SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,998,211 | -7.8% | 113,005 | -3.8% | 0.04% | 0.0% |
| Q2 2023 | $5,422,046 | -1.6% | 117,462 | 0.0% | 0.04% | -6.5% |
| Q1 2023 | $5,510,142 | +2.8% | 117,462 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $5,362,140 | -2.9% | 117,462 | -3.6% | 0.05% | -7.8% |
| Q3 2022 | $5,522,000 | -5.3% | 121,882 | 0.0% | 0.05% | +10.9% |
| Q2 2022 | $5,834,000 | -12.8% | 121,882 | -7.8% | 0.05% | +15.0% |
| Q1 2022 | $6,688,000 | -6.2% | 132,248 | 0.0% | 0.04% | +8.1% |
| Q4 2021 | $7,128,000 | -0.7% | 132,248 | 0.0% | 0.04% | -14.0% |
| Q3 2021 | $7,176,000 | -0.6% | 132,248 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $7,221,000 | +4.1% | 132,248 | +2.9% | 0.04% | -6.5% |
| Q1 2021 | $6,936,000 | – | 128,562 | – | 0.05% | – |
Download | ||||||
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% |