SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,588 | +39.2% | 33,869 | +35.4% | 1.40% | +22.8% |
| Q4 2022 | $1,141 | -100.0% | 25,006 | -72.4% | 1.14% | -67.7% |
| Q3 2022 | $4,110,000 | -52.8% | 90,713 | -50.1% | 3.53% | -15.4% |
| Q2 2022 | $8,708,000 | +484.8% | 181,930 | +562.6% | 4.17% | +132.4% |
| Q3 2021 | $1,489,000 | -87.5% | 27,459 | -87.1% | 1.79% | -77.2% |
| Q4 2020 | $11,893,000 | +121.7% | 212,279 | +121.9% | 7.87% | +58.1% |
| Q3 2020 | $5,365,000 | +110.2% | 95,673 | +110.8% | 4.98% | +72.1% |
| Q2 2020 | $2,552,000 | -13.8% | 45,377 | -16.8% | 2.89% | -21.7% |
| Q1 2020 | $2,959,000 | – | 54,526 | – | 3.69% | – |
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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% |