SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $7,161 | +2.8% | 153 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $6,968 | -0.5% | 153 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $7,000 | 0.0% | 153 | +0.7% | 0.01% | 0.0% |
Q2 2022 | $7,000 | -12.5% | 152 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $8,000 | 0.0% | 152 | 0.0% | 0.01% | +25.0% |
Q4 2021 | $8,000 | 0.0% | 152 | 0.0% | 0.00% | -20.0% |
Q3 2021 | $8,000 | 0.0% | 152 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $8,000 | 0.0% | 152 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $8,000 | -11.1% | 152 | 0.0% | 0.01% | -16.7% |
Q4 2020 | $9,000 | 0.0% | 152 | 0.0% | 0.01% | -14.3% |
Q3 2020 | $9,000 | 0.0% | 152 | 0.0% | 0.01% | -12.5% |
Q2 2020 | $9,000 | +12.5% | 152 | 0.0% | 0.01% | -11.1% |
Q1 2020 | $8,000 | – | 152 | – | 0.01% | – |
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% |