SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,371 | -4.2% | 5,005 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $231,031 | -7.4% | 5,005 | -5.9% | 0.03% | -11.1% |
| Q1 2023 | $249,608 | -52.5% | 5,321 | -53.8% | 0.04% | -52.6% |
| Q4 2022 | $525,934 | -29.0% | 11,521 | -29.6% | 0.08% | -33.9% |
| Q3 2022 | $741,000 | -10.8% | 16,356 | -5.8% | 0.12% | -7.3% |
| Q2 2022 | $831,000 | -5.4% | 17,356 | 0.0% | 0.12% | +13.8% |
| Q1 2022 | $878,000 | -9.8% | 17,356 | -2.7% | 0.11% | -11.4% |
| Q2 2021 | $973,000 | +1.1% | 17,831 | 0.0% | 0.12% | -3.1% |
| Q1 2021 | $962,000 | – | 17,831 | – | 0.13% | – |
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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% |