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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -0.5% | 3,987 | +0.4% | 0.06% | -5.0% |
| Q3 2021 | $216,000 | 0.0% | 3,973 | +0.3% | 0.06% | +3.4% |
| Q2 2021 | $216,000 | +1.4% | 3,962 | +0.3% | 0.06% | -1.7% |
| Q1 2021 | $213,000 | -3.6% | 3,951 | +0.2% | 0.06% | -9.2% |
| Q4 2020 | $221,000 | +0.5% | 3,944 | +0.4% | 0.06% | -14.5% |
| Q3 2020 | $220,000 | 0.0% | 3,928 | +0.2% | 0.08% | -2.6% |
| Q2 2020 | $220,000 | -53.2% | 3,920 | -54.7% | 0.08% | -66.5% |
| Q1 2020 | $470,000 | -98.2% | 8,655 | -98.2% | 0.23% | -97.4% |
| Q4 2019 | $25,666,000 | +0.3% | 478,309 | +0.6% | 9.00% | -2.7% |
| Q3 2019 | $25,594,000 | +1.8% | 475,284 | +0.2% | 9.25% | +7.3% |
| Q2 2019 | $25,149,000 | -0.1% | 474,516 | -2.2% | 8.61% | +9.4% |
| Q1 2019 | $25,172,000 | +1358.4% | 485,199 | +1322.5% | 7.88% | +1119.3% |
| Q4 2018 | $1,726,000 | – | 34,110 | – | 0.65% | – |
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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% |