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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,358 | +57.2% | 29,410 | +59.8% | 0.56% | +46.2% |
| Q1 2023 | $864 | +29.1% | 18,409 | +25.7% | 0.38% | +58.3% |
| Q4 2022 | $669 | -99.9% | 14,651 | +21.6% | 0.24% | -20.1% |
| Q2 2022 | $577,000 | -61.2% | 12,045 | -59.1% | 0.30% | -34.1% |
| Q1 2022 | $1,489,000 | -52.5% | 29,442 | -49.4% | 0.46% | -18.0% |
| Q4 2021 | $3,135,000 | +375.0% | 58,168 | +378.0% | 0.56% | +176.4% |
| Q3 2021 | $660,000 | -78.3% | 12,168 | -78.1% | 0.20% | -67.6% |
| Q2 2021 | $3,041,000 | -21.8% | 55,688 | -19.8% | 0.63% | -33.2% |
| Q4 2020 | $3,889,000 | – | 69,417 | – | 0.94% | – |
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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% |