SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 525 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $115,400 | +89.4% | 2,500 | +92.5% | 0.00% | +100.0% |
| Q1 2023 | $60,936 | +58492.3% | 1,299 | -43.2% | 0.00% | -50.0% |
| Q4 2022 | $104 | -99.9% | 2,287 | -43.7% | 0.00% | -33.3% |
| Q3 2022 | $184,000 | -2.6% | 4,060 | +3.0% | 0.00% | 0.0% |
| Q2 2022 | $189,000 | -44.7% | 3,943 | -41.6% | 0.00% | -40.0% |
| Q1 2022 | $342,000 | -5.8% | 6,757 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $363,000 | +54.5% | 6,739 | +53.2% | 0.01% | -16.7% |
| Q4 2019 | $235,000 | -10.3% | 4,398 | -9.3% | 0.01% | 0.0% |
| Q3 2019 | $262,000 | +1.9% | 4,848 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $257,000 | +2.0% | 4,848 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $252,000 | +2.9% | 4,848 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $245,000 | +0.4% | 4,848 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $244,000 | -2.0% | 4,848 | -1.6% | 0.01% | -12.5% |
| Q2 2018 | $249,000 | -0.8% | 4,927 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $251,000 | -2.3% | 4,927 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $257,000 | -0.4% | 4,927 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $258,000 | -5.1% | 4,927 | -5.3% | 0.01% | -10.0% |
| Q2 2017 | $272,000 | -25.7% | 5,204 | -26.4% | 0.01% | -23.1% |
| Q1 2017 | $366,000 | +57.1% | 7,070 | +56.2% | 0.01% | +44.4% |
| Q4 2016 | $233,000 | -4.1% | 4,527 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $243,000 | 0.0% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $243,000 | +1.7% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $239,000 | +2.6% | 4,527 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $233,000 | – | 4,527 | – | 0.01% | – |
Download | ||||||
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% |