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 2021 | $15,000 | 0.0% | 274 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $15,000 | +7.1% | 274 | +2.6% | 0.01% | -14.3% |
| Q1 2021 | $14,000 | 0.0% | 267 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | -6.7% | 267 | 0.0% | 0.01% | -22.2% |
| Q3 2020 | $15,000 | 0.0% | 267 | 0.0% | 0.01% | -18.2% |
| Q2 2020 | $15,000 | +7.1% | 267 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $14,000 | 0.0% | 267 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $14,000 | -89.1% | 267 | -88.9% | 0.01% | -91.0% |
| Q3 2019 | $129,000 | +821.4% | 2,399 | +812.2% | 0.12% | +916.7% |
| Q2 2019 | $14,000 | +7.7% | 263 | 0.0% | 0.01% | +20.0% |
| Q1 2019 | $13,000 | 0.0% | 263 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $13,000 | – | 263 | – | 0.01% | – |
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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% |