SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,140 | -4.2% | 71 | 0.0% | 0.00% | – |
| Q2 2023 | $3,277 | -8.1% | 71 | -6.6% | 0.00% | – |
| Q1 2023 | $3,565 | +2.8% | 76 | 0.0% | 0.00% | – |
| Q4 2022 | $3,469 | +15.6% | 76 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -66.7% | 76 | -60.0% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 190 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -16.7% | 190 | -13.6% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 220 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | +20.0% | 220 | +15.8% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | -94.8% | 190 | -94.5% | 0.00% | -100.0% |
| Q3 2020 | $194,000 | -2.5% | 3,465 | -2.3% | 0.01% | -16.7% |
| Q2 2020 | $199,000 | +3.6% | 3,545 | -0.3% | 0.01% | -29.4% |
| Q1 2020 | $192,000 | -77.6% | 3,555 | -77.9% | 0.02% | -72.1% |
| Q4 2019 | $858,000 | -18.7% | 16,068 | -18.0% | 0.06% | +3.4% |
| Q3 2019 | $1,055,000 | -56.4% | 19,599 | -57.1% | 0.06% | -82.6% |
| Q2 2019 | $2,420,000 | +10.5% | 45,665 | +8.1% | 0.34% | -9.1% |
| Q1 2019 | $2,191,000 | – | 42,249 | – | 0.37% | – |
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% |