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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $346,000 | -41.2% | 6,840 | -37.3% | 0.26% | +3.5% |
| Q4 2021 | $588,000 | -4.2% | 10,905 | -3.9% | 0.25% | -6.3% |
| Q3 2021 | $614,000 | -14.6% | 11,346 | -14.5% | 0.27% | -4.2% |
| Q2 2021 | $719,000 | -17.4% | 13,265 | -17.9% | 0.28% | -26.5% |
| Q1 2021 | $870,000 | -14.2% | 16,154 | -10.7% | 0.38% | -27.6% |
| Q4 2020 | $1,014,000 | -22.4% | 18,091 | -22.4% | 0.53% | -72.1% |
| Q3 2020 | $1,307,000 | -7.0% | 23,303 | -6.7% | 1.91% | +108.9% |
| Q2 2020 | $1,405,000 | -14.1% | 24,989 | -17.1% | 0.91% | -50.1% |
| Q1 2020 | $1,635,000 | -10.9% | 30,131 | -12.3% | 1.83% | +89.3% |
| Q4 2019 | $1,836,000 | -20.3% | 34,361 | -19.7% | 0.97% | -30.0% |
| Q3 2019 | $2,304,000 | +36.5% | 42,783 | +34.3% | 1.38% | +35.5% |
| Q2 2019 | $1,688,000 | – | 31,847 | – | 1.02% | – |
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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% |