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 2021 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | – |
Q2 2021 | $12,000 | -96.1% | 228 | -96.0% | 0.00% | – |
Q1 2021 | $309,000 | -66.8% | 5,726 | -65.5% | 0.00% | -100.0% |
Q4 2020 | $930,000 | +237.0% | 16,587 | +237.6% | 0.00% | – |
Q3 2020 | $276,000 | -88.5% | 4,913 | -88.5% | 0.00% | -100.0% |
Q2 2020 | $2,409,000 | -29.8% | 42,833 | -32.2% | 0.00% | -33.3% |
Q1 2020 | $3,430,000 | +958.6% | 63,208 | +938.9% | 0.00% | – |
Q4 2019 | $324,000 | +33.9% | 6,084 | +34.6% | 0.00% | – |
Q3 2019 | $242,000 | +536.8% | 4,520 | +528.7% | 0.00% | – |
Q2 2019 | $38,000 | -92.9% | 719 | -93.0% | 0.00% | – |
Q1 2019 | $535,000 | -39.2% | 10,320 | -40.7% | 0.00% | -100.0% |
Q4 2018 | $880,000 | +1296.8% | 17,410 | +1291.7% | 0.00% | – |
Q3 2018 | $63,000 | -84.7% | 1,251 | -84.6% | 0.00% | – |
Q2 2018 | $411,000 | -2.8% | 8,126 | -2.2% | 0.00% | – |
Q1 2018 | $423,000 | – | 8,308 | – | 0.00% | – |
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% |