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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $267,401 | -8.4% | 5,700 | -10.9% | 0.02% | -19.0% |
| Q4 2022 | $292,007 | +1.0% | 6,397 | +0.1% | 0.02% | -8.7% |
| Q3 2022 | $289,000 | -99.9% | 6,391 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $305,811,000 | +94872.4% | 6,388 | +0.3% | 0.02% | +9.5% |
| Q1 2022 | $322,000 | -13.9% | 6,371 | -8.4% | 0.02% | -12.5% |
| Q4 2021 | $374,000 | -21.4% | 6,953 | -20.8% | 0.02% | -29.4% |
| Q3 2021 | $476,000 | -13.8% | 8,781 | -13.3% | 0.03% | -22.7% |
| Q2 2021 | $552,000 | -14.3% | 10,124 | -15.2% | 0.04% | -18.5% |
| Q1 2021 | $644,000 | -31.9% | 11,937 | -29.3% | 0.05% | -48.1% |
| Q4 2020 | $945,000 | – | 16,880 | – | 0.10% | – |
Download | ||||||
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% |