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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $552,365 | +9.8% | 12,100 | +9.0% | 0.60% | +17.5% |
| Q3 2022 | $503,000 | +3.7% | 11,100 | +9.5% | 0.52% | +20.3% |
| Q2 2022 | $485,000 | -5.5% | 10,137 | +0.0% | 0.43% | +11.2% |
| Q1 2022 | $513,000 | -6.0% | 10,136 | 0.0% | 0.38% | -2.8% |
| Q4 2021 | $546,000 | -0.7% | 10,136 | +0.0% | 0.40% | -11.0% |
| Q3 2021 | $550,000 | -0.5% | 10,135 | +0.0% | 0.44% | -0.7% |
| Q2 2021 | $553,000 | +1.1% | 10,134 | 0.0% | 0.45% | -28.1% |
| Q1 2021 | $547,000 | – | 10,134 | – | 0.62% | – |
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% |