SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308 | -100.0% | 6,979 | -88.0% | 0.00% | -89.3% |
| Q3 2022 | $2,633,000 | +405.4% | 58,112 | +433.0% | 0.03% | +366.7% |
| Q2 2022 | $521,000 | -69.0% | 10,902 | -67.2% | 0.01% | -50.0% |
| Q1 2022 | $1,683,000 | +297.9% | 33,285 | +326.1% | 0.01% | +300.0% |
| Q3 2021 | $423,000 | +20.2% | 7,811 | +24.8% | 0.00% | -72.7% |
| Q2 2020 | $352,000 | -70.9% | 6,259 | -71.9% | 0.01% | -85.9% |
| Q1 2020 | $1,210,000 | – | 22,303 | – | 0.08% | – |
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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% |