SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 465 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,750 | -4.2% | 650 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $30,004 | -1.6% | 650 | 0.0% | 0.01% | -26.3% |
| Q1 2023 | $30,492 | +2.8% | 650 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $29,673 | +2.3% | 650 | 0.0% | 0.02% | -5.3% |
| Q3 2022 | $29,000 | -6.5% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $31,000 | -6.1% | 650 | 0.0% | 0.02% | +26.7% |
| Q1 2022 | $33,000 | -5.7% | 650 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $35,000 | 0.0% | 650 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $35,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $35,000 | 0.0% | 650 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $35,000 | -2.8% | 650 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $36,000 | -2.7% | 650 | 0.0% | 0.02% | -30.0% |
| Q2 2020 | $37,000 | +5.7% | 650 | 0.0% | 0.03% | -14.3% |
| Q1 2020 | $35,000 | 0.0% | 650 | 0.0% | 0.04% | +45.8% |
| Q4 2019 | $35,000 | – | 650 | – | 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% |