SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $484,000 | -23.3% | 10,114 | -18.9% | 0.23% | -24.9% |
| Q1 2022 | $631,000 | -29.3% | 12,468 | -24.6% | 0.30% | -9.8% |
| Q4 2021 | $892,000 | -14.0% | 16,541 | -13.5% | 0.34% | -25.7% |
| Q3 2021 | $1,037,000 | -0.6% | 19,118 | +0.0% | 0.46% | -4.8% |
| Q2 2021 | $1,043,000 | -0.4% | 19,116 | -1.5% | 0.48% | -12.6% |
| Q1 2021 | $1,047,000 | +51.3% | 19,413 | +57.1% | 0.55% | +33.7% |
| Q4 2020 | $692,000 | +3542.1% | 12,354 | +3092.2% | 0.41% | +2821.4% |
| Q3 2018 | $19,000 | 0.0% | 387 | 0.0% | 0.01% | -17.6% |
| Q2 2018 | $19,000 | -5.0% | 387 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $20,000 | – | 387 | – | 0.02% | – |
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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% |