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 | $49,158 | +2357.9% | 1,111 | +2609.8% | 0.00% | – |
| Q3 2022 | $2,000 | -88.9% | 41 | -89.4% | 0.00% | – |
| Q2 2022 | $18,000 | -53.8% | 385 | -50.4% | 0.00% | – |
| Q1 2022 | $39,000 | -63.6% | 776 | -61.1% | 0.00% | – |
| Q4 2021 | $107,000 | -29.1% | 1,995 | -28.3% | 0.00% | – |
| Q3 2021 | $151,000 | +71.6% | 2,784 | +72.1% | 0.00% | – |
| Q2 2021 | $88,000 | +528.6% | 1,618 | +508.3% | 0.00% | – |
| Q1 2021 | $14,000 | -91.2% | 266 | -90.7% | 0.00% | – |
| Q4 2020 | $160,000 | -6.4% | 2,848 | -6.8% | 0.00% | – |
| Q3 2020 | $171,000 | +106.0% | 3,056 | +108.2% | 0.00% | – |
| Q2 2020 | $83,000 | -21.0% | 1,468 | -24.3% | 0.00% | – |
| Q1 2020 | $105,000 | +138.6% | 1,940 | +137.2% | 0.00% | – |
| Q4 2019 | $44,000 | +528.6% | 818 | +505.9% | 0.00% | – |
| Q3 2019 | $7,000 | – | 135 | +13400.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |