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 | $1,957,841 | +142.3% | 44,265 | +152.8% | 1.43% | +150.1% |
| Q2 2023 | $808,123 | -2.9% | 17,507 | -1.4% | 0.57% | -9.5% |
| Q1 2023 | $832,606 | -86.8% | 17,749 | -87.1% | 0.63% | -90.1% |
| Q4 2022 | $6,300,202 | -0.9% | 138,011 | -1.7% | 6.38% | +21.9% |
| Q3 2022 | $6,358,000 | +153.5% | 140,328 | +167.8% | 5.24% | +158.9% |
| Q2 2022 | $2,508,000 | -64.7% | 52,391 | -62.7% | 2.02% | -61.5% |
| Q1 2022 | $7,095,000 | +651.6% | 140,294 | +413.6% | 5.26% | +655.0% |
| Q4 2021 | $944,000 | -58.5% | 27,315 | -37.7% | 0.70% | -79.5% |
| Q1 2019 | $2,275,000 | – | 43,844 | – | 3.40% | – |
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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% |