SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $38,000 | -82.8% | 802 | -81.6% | 0.02% | -80.8% |
| Q1 2022 | $221,000 | -23.5% | 4,365 | -18.6% | 0.12% | -19.5% |
| Q4 2021 | $289,000 | -7.1% | 5,365 | -6.4% | 0.15% | -14.9% |
| Q3 2021 | $311,000 | -3.1% | 5,732 | -2.5% | 0.18% | -6.4% |
| Q2 2021 | $321,000 | +0.3% | 5,876 | -1.0% | 0.19% | -6.0% |
| Q1 2021 | $320,000 | -5.3% | 5,938 | -1.6% | 0.20% | -10.0% |
| Q4 2020 | $338,000 | -0.9% | 6,037 | -0.8% | 0.22% | -6.8% |
| Q3 2020 | $341,000 | -0.3% | 6,085 | +0.0% | 0.24% | -2.5% |
| Q2 2020 | $342,000 | +3.6% | 6,084 | +0.0% | 0.24% | +2.1% |
| Q1 2020 | $330,000 | +0.3% | 6,082 | -1.3% | 0.24% | +13.3% |
| Q4 2019 | $329,000 | – | 6,161 | – | 0.21% | – |
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% |