SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 120 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,385,000 | -0.1% | 66,913 | -0.7% | 4.78% | +9.9% |
| Q3 2018 | $3,388,000 | -1.8% | 67,418 | -1.0% | 4.35% | +19.2% |
| Q2 2018 | $3,449,000 | -1.8% | 68,108 | -1.0% | 3.65% | -0.1% |
| Q1 2018 | $3,511,000 | -1.8% | 68,807 | +0.2% | 3.65% | -5.2% |
| Q4 2017 | $3,574,000 | -1.2% | 68,672 | -0.6% | 3.85% | +7.5% |
| Q3 2017 | $3,617,000 | -1.4% | 69,072 | -1.6% | 3.58% | -3.8% |
| Q2 2017 | $3,669,000 | +2.3% | 70,218 | +1.5% | 3.72% | -7.4% |
| Q1 2017 | $3,585,000 | +0.9% | 69,213 | +0.3% | 4.02% | +6.2% |
| Q4 2016 | $3,553,000 | -1.6% | 68,983 | +2.6% | 3.78% | -13.1% |
| Q3 2016 | $3,609,000 | -1.2% | 67,239 | -1.2% | 4.35% | -8.9% |
| Q2 2016 | $3,654,000 | +0.9% | 68,024 | -0.8% | 4.78% | -8.7% |
| Q1 2016 | $3,620,000 | +2.3% | 68,539 | -0.2% | 5.23% | -9.8% |
| Q4 2015 | $3,538,000 | -4.5% | 68,699 | -3.3% | 5.80% | +8.8% |
| Q3 2015 | $3,705,000 | -1.0% | 71,055 | -1.8% | 5.33% | +32.0% |
| Q2 2015 | $3,743,000 | +1.8% | 72,364 | +4.2% | 4.04% | -1.0% |
| Q1 2015 | $3,676,000 | -7.5% | 69,480 | -8.5% | 4.08% | -2.3% |
| Q4 2014 | $3,975,000 | -0.2% | 75,915 | -1.3% | 4.17% | +12.9% |
| Q3 2014 | $3,983,000 | – | 76,945 | – | 3.70% | – |
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% |