SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,155 | -5.9% | 15,649 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $735,467 | -21.4% | 15,933 | -20.2% | 0.00% | -50.0% |
| Q1 2023 | $936,277 | -32.1% | 19,959 | -34.0% | 0.00% | 0.0% |
| Q4 2022 | $1,379,680 | -6.5% | 30,223 | -7.2% | 0.00% | -33.3% |
| Q3 2022 | $1,476,000 | -10.9% | 32,579 | -5.9% | 0.00% | 0.0% |
| Q2 2022 | $1,657,000 | -11.5% | 34,605 | -6.6% | 0.00% | 0.0% |
| Q1 2022 | $1,873,000 | -11.4% | 37,044 | -5.5% | 0.00% | 0.0% |
| Q4 2021 | $2,113,000 | +58.5% | 39,193 | +59.5% | 0.00% | +50.0% |
| Q3 2021 | $1,333,000 | +2.5% | 24,573 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $1,300,000 | -2.0% | 23,812 | -3.1% | 0.00% | 0.0% |
| Q1 2021 | $1,326,000 | -2.6% | 24,573 | +1.1% | 0.00% | -33.3% |
| Q4 2020 | $1,361,000 | -23.1% | 24,300 | -23.0% | 0.00% | -25.0% |
| Q3 2020 | $1,769,000 | +58.4% | 31,548 | +58.8% | 0.00% | +33.3% |
| Q2 2020 | $1,117,000 | – | 19,864 | – | 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% |