SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,657,000 | -6.6% | 36,578 | -1.3% | 0.16% | -7.4% |
| Q2 2022 | $1,774,000 | -27.2% | 37,051 | -23.1% | 0.18% | -8.9% |
| Q1 2022 | $2,437,000 | +2243.3% | 48,195 | +2499.5% | 0.19% | +1271.4% |
| Q3 2020 | $104,000 | -15.4% | 1,854 | -15.1% | 0.01% | -22.2% |
| Q2 2020 | $123,000 | -6.8% | 2,185 | -10.0% | 0.02% | -30.8% |
| Q1 2020 | $132,000 | +1.5% | 2,428 | 0.0% | 0.03% | +44.4% |
| Q4 2019 | $130,000 | -29.0% | 2,428 | -29.8% | 0.02% | -37.9% |
| Q2 2019 | $183,000 | +1730.0% | 3,460 | +1630.0% | 0.03% | +2800.0% |
| Q2 2018 | $10,000 | – | 200 | – | 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% |