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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $473,505 | -10.9% | 10,706 | -7.0% | 0.32% | -8.5% |
| Q2 2023 | $531,281 | -1.4% | 11,510 | +0.3% | 0.35% | -6.4% |
| Q1 2023 | $538,553 | +0.1% | 11,481 | -2.6% | 0.38% | -5.3% |
| Q4 2022 | $538,245 | -1.8% | 11,791 | -2.6% | 0.40% | -9.2% |
| Q3 2022 | $548,000 | -5.5% | 12,101 | -0.1% | 0.44% | -2.0% |
| Q2 2022 | $580,000 | -27.6% | 12,110 | -23.5% | 0.45% | -19.9% |
| Q1 2022 | $801,000 | -91.1% | 15,837 | -90.6% | 0.56% | -91.3% |
| Q4 2021 | $9,044,000 | – | 167,788 | – | 6.38% | – |
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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% |