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 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -16.7% | 87 | -26.9% | 0.00% | -25.0% |
| Q2 2017 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | -62.5% | 119 | -62.7% | 0.00% | -60.0% |
| Q4 2016 | $16,000 | +166.7% | 319 | +187.4% | 0.01% | +150.0% |
| Q3 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 111 | +246.9% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 32 | – | 0.00% | – |
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% |