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 | $830,064 | -21.7% | 18,767 | -18.3% | 0.08% | -19.8% |
| Q2 2023 | $1,059,926 | -12.8% | 22,962 | -11.4% | 0.10% | -20.5% |
| Q1 2023 | $1,216,048 | +65.5% | 25,923 | +61.1% | 0.13% | +58.8% |
| Q4 2022 | $734,691 | +2.6% | 16,094 | +1.9% | 0.08% | +1.3% |
| Q3 2022 | $716,000 | -26.8% | 15,801 | -22.7% | 0.08% | -22.5% |
| Q2 2022 | $978,000 | +25.2% | 20,436 | +32.3% | 0.10% | +45.7% |
| Q1 2022 | $781,000 | – | 15,452 | – | 0.07% | – |
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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% |