SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 524 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $482,911 | -7.0% | 11,164 | -1.0% | 0.43% | +6.7% |
Q2 2023 | $519,242 | +0.0% | 11,279 | +2.1% | 0.40% | -4.3% |
Q1 2023 | $519,178 | -18.4% | 11,051 | -20.3% | 0.42% | -25.6% |
Q4 2022 | $636,605 | -2.5% | 13,860 | -2.9% | 0.57% | -3.9% |
Q3 2022 | $653,000 | -7.8% | 14,272 | -3.5% | 0.59% | -12.7% |
Q2 2022 | $708,000 | -3.8% | 14,788 | +1.2% | 0.68% | +19.3% |
Q1 2022 | $736,000 | -17.3% | 14,617 | -11.4% | 0.57% | -10.2% |
Q4 2021 | $890,000 | – | 16,506 | – | 0.63% | – |
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% |