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 2022 | $39,000 | -4.9% | 770 | +0.4% | 0.03% | -3.6% |
Q4 2021 | $41,000 | 0.0% | 767 | +2.0% | 0.03% | -9.7% |
Q3 2021 | $41,000 | +32.3% | 752 | +30.6% | 0.03% | +40.9% |
Q2 2021 | $31,000 | 0.0% | 576 | +0.7% | 0.02% | -8.3% |
Q1 2021 | $31,000 | -8.8% | 572 | -5.6% | 0.02% | -14.3% |
Q4 2020 | $34,000 | – | 606 | – | 0.03% | – |
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% |