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 | $1,642,513 | -4.5% | 37,136 | -0.4% | 2.03% | +16.4% |
| Q2 2023 | $1,720,388 | +2.7% | 37,270 | +4.4% | 1.75% | +3.0% |
| Q1 2023 | $1,675,265 | -64.5% | 35,712 | -65.5% | 1.70% | -53.5% |
| Q4 2022 | $4,721,296 | -25.2% | 103,423 | -25.7% | 3.65% | -27.0% |
| Q3 2022 | $6,308,000 | -3.2% | 139,217 | +2.3% | 5.00% | +2.4% |
| Q2 2022 | $6,517,000 | -24.0% | 136,142 | -19.7% | 4.88% | -13.3% |
| Q1 2022 | $8,578,000 | – | 169,619 | – | 5.63% | – |
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% |