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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,349,669 | +16.6% | 30,515 | +21.7% | 1.05% | +18.2% |
| Q2 2023 | $1,157,547 | -13.8% | 25,077 | -12.4% | 0.89% | -17.3% |
| Q1 2023 | $1,342,263 | +27969.1% | 28,614 | -72.7% | 1.07% | -68.3% |
| Q4 2022 | $4,782 | -99.8% | 104,745 | +65.9% | 3.39% | +43.2% |
| Q3 2022 | $2,861,000 | -47.1% | 63,153 | -44.1% | 2.37% | -33.2% |
| Q2 2022 | $5,409,000 | -33.9% | 112,985 | -30.2% | 3.55% | -33.5% |
| Q1 2022 | $8,181,000 | -22.9% | 161,779 | -17.8% | 5.33% | -18.3% |
| Q4 2021 | $10,608,000 | -4.0% | 196,813 | -3.4% | 6.53% | -2.0% |
| Q3 2021 | $11,053,000 | -4.1% | 203,711 | -3.5% | 6.66% | -12.0% |
| Q2 2021 | $11,528,000 | -6.1% | 211,130 | -7.2% | 7.57% | -12.8% |
| Q1 2021 | $12,271,000 | -15.0% | 227,456 | -11.7% | 8.68% | -21.5% |
| Q4 2020 | $14,431,000 | -10.6% | 257,565 | -10.5% | 11.06% | -16.8% |
| Q3 2020 | $16,145,000 | -15.4% | 287,886 | -15.1% | 13.30% | -14.1% |
| Q2 2020 | $19,081,000 | -11.7% | 339,275 | -14.7% | 15.49% | -17.6% |
| Q1 2020 | $21,598,000 | -6.7% | 397,974 | -8.1% | 18.80% | +47.7% |
| Q4 2019 | $23,139,000 | +0.0% | 433,065 | +0.8% | 12.73% | -9.9% |
| Q3 2019 | $23,129,000 | -1.0% | 429,506 | -2.6% | 14.12% | -2.7% |
| Q2 2019 | $23,363,000 | +7.0% | 440,818 | +4.7% | 14.52% | +4.4% |
| Q1 2019 | $21,835,000 | -9.6% | 420,884 | -11.8% | 13.91% | -16.6% |
| Q4 2018 | $24,141,000 | +13.0% | 477,187 | +12.2% | 16.67% | +13.3% |
| Q3 2018 | $21,372,000 | +16.1% | 425,307 | +17.0% | 14.72% | +8.1% |
| Q2 2018 | $18,409,000 | +8.2% | 363,522 | +9.0% | 13.61% | -9.2% |
| Q1 2018 | $17,020,000 | +12.6% | 333,601 | +14.8% | 15.00% | +7.1% |
| Q4 2017 | $15,122,000 | – | 290,579 | – | 14.00% | – |
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% |