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 2022 | $239,483 | -5.0% | 5,285 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $252,135 | -11.9% | 5,267 | -7.0% | 0.01% | 0.0% |
| Q1 2022 | $286,330 | -6.5% | 5,662 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $306,094 | -0.8% | 5,679 | -0.2% | 0.01% | -16.7% |
| Q3 2021 | $308,632 | -6.0% | 5,688 | -5.4% | 0.01% | -7.7% |
| Q2 2021 | $328,179 | -19.0% | 6,011 | -19.9% | 0.01% | -27.8% |
| Q1 2021 | $405,058 | +97.5% | 7,508 | +105.1% | 0.02% | +80.0% |
| Q4 2020 | $205,119 | -48.7% | 3,661 | -48.7% | 0.01% | -56.5% |
| Q3 2020 | $399,993 | +3.8% | 7,133 | +4.1% | 0.02% | -8.0% |
| Q2 2020 | $385,281 | +34.9% | 6,851 | +30.2% | 0.02% | +4.2% |
| Q1 2020 | $285,593 | +8.2% | 5,262 | +6.5% | 0.02% | +26.3% |
| Q4 2019 | $263,933 | +14.2% | 4,940 | +15.1% | 0.02% | 0.0% |
| Q3 2019 | $231,104 | +45.1% | 4,292 | +42.8% | 0.02% | +46.2% |
| Q2 2019 | $159,304 | +40.1% | 3,006 | +37.2% | 0.01% | +18.2% |
| Q1 2019 | $113,669 | +238.4% | 2,191 | +230.0% | 0.01% | +175.0% |
| Q4 2018 | $33,592 | -54.3% | 664 | -54.6% | 0.00% | -50.0% |
| Q3 2018 | $73,566 | -1.4% | 1,464 | -0.6% | 0.01% | -20.0% |
| Q2 2018 | $74,593 | -27.3% | 1,473 | -26.8% | 0.01% | -33.3% |
| Q1 2018 | $102,601 | -1.9% | 2,011 | +0.0% | 0.02% | -11.8% |
| Q4 2017 | $104,600 | – | 2,010 | – | 0.02% | – |
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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% |