SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | -99.1% | 19 | -99.1% | 0.00% | -100.0% |
Q1 2020 | $110,000 | +22.2% | 2,028 | +21.0% | 0.05% | +61.3% |
Q4 2019 | $90,000 | -43.4% | 1,676 | -45.4% | 0.03% | -36.7% |
Q1 2019 | $159,000 | +1490.0% | 3,068 | +1514.7% | 0.05% | +1533.3% |
Q4 2018 | $10,000 | -82.8% | 190 | -83.1% | 0.00% | -90.6% |
Q4 2017 | $58,000 | – | 1,124 | – | 0.03% | – |
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% |