SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 68 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,515 | +17.2% | 77 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 77 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | +33.3% | 77 | +54.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | -75.0% | 50 | -78.3% | 0.00% | -50.0% |
| Q3 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -75.0% | 230 | -75.8% | 0.00% | -86.4% |
| Q3 2018 | $48,000 | +242.9% | 950 | +234.5% | 0.02% | +340.0% |
| Q4 2015 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $13,000 | -7.1% | 284 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 284 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $14,000 | +7.7% | 284 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $13,000 | 0.0% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | – | 284 | – | 0.01% | – |
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% |