SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,594,386 | +2.2% | 126,484 | +6.7% | 2.53% | +16.0% |
| Q2 2023 | $5,473,866 | +0.5% | 118,585 | +2.1% | 2.18% | -3.7% |
| Q1 2023 | $5,446,814 | +5.0% | 116,112 | +2.2% | 2.26% | +3.1% |
| Q4 2022 | $5,186,388 | -1.7% | 113,612 | -2.4% | 2.19% | -9.5% |
| Q3 2022 | $5,276,000 | -10.8% | 116,439 | -5.7% | 2.42% | -4.3% |
| Q2 2022 | $5,913,000 | -9.7% | 123,524 | -4.6% | 2.53% | +7.8% |
| Q1 2022 | $6,548,000 | +7.3% | 129,484 | +14.3% | 2.35% | +11.6% |
| Q4 2021 | $6,104,000 | -0.2% | 113,251 | +0.5% | 2.11% | -8.6% |
| Q3 2021 | $6,117,000 | +1.2% | 112,739 | +1.9% | 2.30% | +0.7% |
| Q2 2021 | $6,042,000 | +1.7% | 110,664 | +0.5% | 2.29% | -3.9% |
| Q1 2021 | $5,939,000 | +5.5% | 110,091 | +9.6% | 2.38% | +0.9% |
| Q4 2020 | $5,628,000 | +0.9% | 100,452 | +0.9% | 2.36% | -10.2% |
| Q3 2020 | $5,580,000 | +18.6% | 99,509 | +19.0% | 2.63% | +17.1% |
| Q2 2020 | $4,703,000 | -9.6% | 83,621 | -12.8% | 2.24% | -19.7% |
| Q1 2020 | $5,202,000 | -2.6% | 95,853 | -4.1% | 2.79% | +25.6% |
| Q4 2019 | $5,342,000 | +20.0% | 99,982 | +21.0% | 2.22% | +14.7% |
| Q3 2019 | $4,450,000 | +1.4% | 82,629 | -0.2% | 1.94% | +11.6% |
| Q2 2019 | $4,388,000 | -15.2% | 82,800 | -16.9% | 1.74% | -7.3% |
| Q1 2019 | $5,172,000 | +5.7% | 99,683 | +3.1% | 1.87% | -11.4% |
| Q4 2018 | $4,892,000 | +15.7% | 96,691 | +14.9% | 2.11% | +27.8% |
| Q3 2018 | $4,230,000 | – | 84,183 | – | 1.65% | – |
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% |