SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,774 | -4.2% | 5,715 | 0.0% | 0.15% | -1.9% |
| Q2 2023 | $263,804 | -1.6% | 5,715 | 0.0% | 0.15% | -5.5% |
| Q1 2023 | $268,091 | +2.8% | 5,715 | 0.0% | 0.16% | +2.5% |
| Q4 2022 | $260,890 | +0.7% | 5,715 | 0.0% | 0.16% | -5.4% |
| Q3 2022 | $259,000 | -5.5% | 5,715 | 0.0% | 0.17% | +7.0% |
| Q2 2022 | $274,000 | -5.2% | 5,715 | 0.0% | 0.16% | +14.6% |
| Q1 2022 | $289,000 | -6.2% | 5,715 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $308,000 | -0.6% | 5,715 | 0.0% | 0.14% | -1.4% |
| Q3 2021 | $310,000 | -0.6% | 5,715 | 0.0% | 0.14% | -3.4% |
| Q2 2021 | $312,000 | +1.3% | 5,715 | 0.0% | 0.14% | +0.7% |
| Q1 2021 | $308,000 | +1.7% | 5,715 | +5.5% | 0.14% | -2.7% |
| Q4 2020 | $303,000 | -1.6% | 5,415 | -1.5% | 0.15% | -10.8% |
| Q3 2020 | $308,000 | -2.5% | 5,495 | -2.2% | 0.17% | -19.8% |
| Q2 2020 | $316,000 | -14.8% | 5,620 | -17.8% | 0.21% | -30.1% |
| Q1 2020 | $371,000 | -1.3% | 6,840 | -2.8% | 0.30% | +35.8% |
| Q4 2019 | $376,000 | -3.8% | 7,040 | -3.1% | 0.22% | -21.6% |
| Q3 2019 | $391,000 | +1.6% | 7,262 | 0.0% | 0.28% | -5.4% |
| Q2 2019 | $385,000 | -15.6% | 7,262 | -17.3% | 0.29% | -18.1% |
| Q1 2019 | $456,000 | -2.1% | 8,784 | -4.7% | 0.36% | -13.5% |
| Q4 2018 | $466,000 | -0.4% | 9,214 | -1.1% | 0.42% | +29.3% |
| Q3 2018 | $468,000 | -1.3% | 9,314 | -0.5% | 0.32% | -3.9% |
| Q2 2018 | $474,000 | -21.5% | 9,364 | -20.9% | 0.33% | -24.8% |
| Q1 2018 | $604,000 | -60.3% | 11,831 | -59.6% | 0.44% | -57.7% |
| Q4 2017 | $1,523,000 | -15.5% | 29,266 | -15.0% | 1.05% | -23.8% |
| Q3 2017 | $1,802,000 | -82.5% | 34,416 | -82.5% | 1.38% | -83.7% |
| Q2 2017 | $10,300,000 | -50.8% | 197,127 | -51.2% | 8.44% | -52.1% |
| Q1 2017 | $20,915,000 | -15.5% | 403,842 | -15.9% | 17.63% | -21.7% |
| Q4 2016 | $24,737,000 | – | 480,332 | – | 22.51% | – |
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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% |