SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,264 | -8.5% | 12,034 | -4.5% | 0.12% | -6.9% |
| Q2 2023 | $581,478 | +7.3% | 12,597 | +9.0% | 0.13% | +2.4% |
| Q1 2023 | $542,139 | +113.8% | 11,557 | +108.1% | 0.13% | +92.4% |
| Q4 2022 | $253,540 | -4.7% | 5,554 | -5.4% | 0.07% | -8.3% |
| Q3 2022 | $266,000 | -5.3% | 5,869 | 0.0% | 0.07% | +9.1% |
| Q2 2022 | $281,000 | +13.3% | 5,869 | +19.6% | 0.07% | +29.4% |
| Q1 2022 | $248,000 | -17.1% | 4,906 | -11.5% | 0.05% | -16.4% |
| Q4 2021 | $299,000 | -10.5% | 5,541 | -9.9% | 0.06% | -16.4% |
| Q3 2021 | $334,000 | -16.3% | 6,148 | -15.9% | 0.07% | -18.9% |
| Q2 2021 | $399,000 | +7.3% | 7,309 | +6.1% | 0.09% | 0.0% |
| Q1 2021 | $372,000 | -4.1% | 6,888 | -0.5% | 0.09% | -8.2% |
| Q4 2020 | $388,000 | +1.0% | 6,921 | +1.1% | 0.10% | -9.3% |
| Q3 2020 | $384,000 | -0.3% | 6,845 | 0.0% | 0.11% | -10.7% |
| Q2 2020 | $385,000 | – | 6,845 | – | 0.12% | – |
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% |