Clean Yield Group - SCHWAB STRATEGIC TR ownership

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
Clean Yield Group ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$13,0000.0%2500.0%0.01%
+25.0%
Q4 2021$13,000
-7.1%
2500.0%0.00%
-20.0%
Q3 2021$14,0000.0%2500.0%0.01%0.0%
Q2 2021$14,0002500.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
KilterHowling LLC 303,192$13,737,64216.50%
Northeast Financial Group, Inc. 387,518$17,558,43615.83%
HENGEHOLD CAPITAL MANAGEMENT LLC 1,418,864$64,289,0009.88%
Alliance Wealth Management Group 518,384$23,488,0009.13%
BlueSky Wealth Advisors, LLC 865,091$39,197,0009.10%
Total Wealth Planning, LLC 668,447$30,287,0008.60%
MorganRosel Wealth Management, LLC 342,844$15,534,0007.79%
Clay Northam Wealth Management, LLC 135,684$6,148,0007.67%
McAdam, LLC 1,405,033$63,662,0006.90%
Bond & Devick Financial Network, Inc. 183,979$8,336,0006.89%
View complete list of SCHWAB STRATEGIC TR shareholders