SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,533 | +10.8% | 6,953 | +15.7% | 0.13% | +14.0% |
| Q2 2023 | $277,477 | +32.7% | 6,011 | +34.8% | 0.11% | +29.5% |
| Q1 2023 | $209,111 | -4.6% | 4,458 | -7.2% | 0.09% | -8.3% |
| Q4 2022 | $219,256 | -1.7% | 4,803 | -2.6% | 0.10% | -9.4% |
| Q3 2022 | $223,000 | -5.1% | 4,931 | +0.4% | 0.11% | -2.8% |
| Q2 2022 | $235,000 | -61.1% | 4,911 | -56.2% | 0.11% | -59.8% |
| Q1 2022 | $604,000 | 0.0% | 11,212 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $604,000 | -3.7% | 11,212 | -3.0% | 0.27% | -23.2% |
| Q3 2021 | $627,000 | -0.5% | 11,554 | +0.1% | 0.35% | -4.1% |
| Q2 2021 | $630,000 | -0.2% | 11,537 | -0.7% | 0.37% | -10.2% |
| Q1 2021 | $631,000 | -2.6% | 11,619 | -0.6% | 0.41% | -26.4% |
| Q4 2020 | $648,000 | – | 11,691 | – | 0.56% | – |
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% |