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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $75,756,000 | +10.0% | 1,405,496 | +10.7% | 11.16% | -2.0% |
| Q3 2021 | $68,863,000 | +9.8% | 1,269,131 | +10.5% | 11.38% | +7.1% |
| Q2 2021 | $62,738,000 | +16.9% | 1,149,053 | +15.5% | 10.63% | +4.7% |
| Q1 2021 | $53,653,000 | +13.7% | 994,504 | +18.1% | 10.15% | +5.2% |
| Q4 2020 | $47,177,000 | +17.1% | 841,989 | +17.2% | 9.65% | +1.1% |
| Q3 2020 | $40,291,000 | +26.1% | 718,456 | +26.5% | 9.55% | +15.2% |
| Q2 2020 | $31,947,000 | – | 568,048 | – | 8.29% | – |
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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% |