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 | $6,286,732 | -19.2% | 145,898 | -13.4% | 2.92% | -14.0% |
Q2 2023 | $7,776,941 | -2.5% | 168,478 | -0.6% | 3.39% | -5.4% |
Q1 2023 | $7,978,175 | +22.1% | 169,532 | +21.1% | 3.59% | +20.7% |
Q4 2022 | $6,536,207 | +23.5% | 139,962 | +18.6% | 2.97% | +9.8% |
Q3 2022 | $5,294,000 | -5.7% | 117,969 | +2.2% | 2.71% | +1.0% |
Q2 2022 | $5,615,000 | -10.2% | 115,410 | -10.4% | 2.68% | -4.9% |
Q1 2022 | $6,254,000 | – | 128,859 | – | 2.82% | – |
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% |