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 | $188,859 | -3.5% | 4,270 | +0.7% | 0.06% | 0.0% |
| Q2 2023 | $195,777 | -1.0% | 4,241 | +0.6% | 0.06% | -5.1% |
| Q1 2023 | $197,739 | +3.2% | 4,215 | +0.4% | 0.06% | -1.7% |
| Q4 2022 | $191,655 | +1.4% | 4,198 | +0.7% | 0.06% | -4.8% |
| Q3 2022 | $189,000 | -15.2% | 4,167 | -10.5% | 0.06% | -17.1% |
| Q2 2022 | $223,000 | -15.5% | 4,656 | -11.0% | 0.08% | -2.6% |
| Q1 2022 | $264,000 | -14.6% | 5,229 | -8.9% | 0.08% | -17.9% |
| Q4 2021 | $309,000 | +2.0% | 5,738 | +2.6% | 0.10% | -5.9% |
| Q3 2021 | $303,000 | -1.0% | 5,591 | -0.3% | 0.10% | 0.0% |
| Q2 2021 | $306,000 | +6.6% | 5,609 | +5.3% | 0.10% | +4.1% |
| Q1 2021 | $287,000 | +3.6% | 5,325 | +7.8% | 0.10% | -2.0% |
| Q4 2020 | $277,000 | +9.1% | 4,938 | +9.2% | 0.10% | -3.9% |
| Q3 2020 | $254,000 | +5.0% | 4,523 | +4.9% | 0.10% | -1.9% |
| Q2 2020 | $242,000 | +5.2% | 4,310 | +1.6% | 0.10% | -8.7% |
| Q1 2020 | $230,000 | -11.9% | 4,243 | -13.0% | 0.12% | +9.5% |
| Q4 2019 | $261,000 | – | 4,877 | – | 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% |