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 2018 | $1,206,000 | -28.1% | 24,008 | -27.5% | 0.18% | -29.7% |
Q2 2018 | $1,677,000 | -0.8% | 33,121 | 0.0% | 0.26% | -0.8% |
Q1 2018 | $1,690,000 | -2.0% | 33,121 | 0.0% | 0.26% | +0.4% |
Q4 2017 | $1,724,000 | -0.6% | 33,121 | 0.0% | 0.26% | -4.5% |
Q3 2017 | $1,734,000 | -2.3% | 33,121 | -2.5% | 0.27% | -9.1% |
Q2 2017 | $1,775,000 | +0.9% | 33,971 | 0.0% | 0.30% | +0.3% |
Q1 2017 | $1,759,000 | -68.0% | 33,971 | -68.2% | 0.30% | -70.7% |
Q4 2016 | $5,500,000 | – | 106,795 | – | 1.01% | – |
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% |