SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,069 | -19.3% | 2,082 | -15.8% | 0.00% | – |
| Q2 2023 | $114,108 | -92.1% | 2,472 | -92.0% | 0.00% | – |
| Q1 2023 | $1,452,064 | -27.8% | 30,954 | -29.7% | 0.00% | – |
| Q4 2022 | $2,010,904 | +182.4% | 44,050 | +180.4% | 0.00% | – |
| Q3 2022 | $712,000 | -85.1% | 15,709 | -84.3% | 0.00% | – |
| Q2 2022 | $4,783,000 | +161.1% | 99,924 | +175.9% | 0.00% | – |
| Q1 2022 | $1,832,000 | -11.6% | 36,212 | -5.9% | 0.00% | – |
| Q4 2021 | $2,073,000 | -3.8% | 38,465 | -3.2% | 0.00% | – |
| Q3 2021 | $2,156,000 | -11.9% | 39,729 | -11.3% | 0.00% | – |
| Q2 2021 | $2,447,000 | -7.3% | 44,810 | -8.4% | 0.00% | – |
| Q1 2021 | $2,639,000 | -7.4% | 48,924 | -3.9% | 0.00% | – |
| Q4 2020 | $2,851,000 | -2.8% | 50,885 | -2.7% | 0.00% | – |
| Q3 2020 | $2,932,000 | -91.5% | 52,283 | -91.4% | 0.00% | -100.0% |
| Q2 2020 | $34,338,000 | +939.6% | 610,567 | +903.3% | 0.00% | – |
| Q1 2020 | $3,303,000 | -44.7% | 60,856 | -45.5% | 0.00% | – |
| Q4 2019 | $5,969,000 | -11.2% | 111,722 | -10.5% | 0.00% | – |
| Q3 2019 | $6,723,000 | -4.2% | 124,854 | -5.7% | 0.00% | – |
| Q2 2019 | $7,020,000 | -18.2% | 132,444 | -20.0% | 0.00% | – |
| Q1 2019 | $8,587,000 | -11.1% | 165,510 | -13.3% | 0.00% | – |
| Q4 2018 | $9,663,000 | -17.9% | 191,003 | -18.5% | 0.00% | -100.0% |
| Q3 2018 | $11,770,000 | +9.1% | 234,228 | +9.9% | 0.00% | – |
| Q2 2018 | $10,791,000 | -8.4% | 213,093 | -7.7% | 0.00% | -100.0% |
| Q1 2018 | $11,775,000 | +38.0% | 230,789 | +40.8% | 0.00% | – |
| Q4 2017 | $8,532,000 | -5.6% | 163,948 | -5.0% | 0.00% | – |
| Q3 2017 | $9,035,000 | -11.3% | 172,551 | -11.5% | 0.00% | -100.0% |
| Q2 2017 | $10,190,000 | -3.7% | 195,023 | -4.5% | 0.00% | 0.0% |
| Q1 2017 | $10,577,000 | +9.7% | 204,236 | +9.1% | 0.00% | -92.9% |
| Q4 2016 | $9,645,000 | +10.5% | 187,286 | +15.2% | 0.01% | +7.7% |
| Q3 2016 | $8,726,000 | -0.6% | 162,585 | -0.5% | 0.01% | 0.0% |
| Q2 2016 | $8,782,000 | -1.5% | 163,469 | -3.1% | 0.01% | -7.1% |
| Q1 2016 | $8,914,000 | +18.7% | 168,753 | +15.7% | 0.01% | +27.3% |
| Q4 2015 | $7,512,000 | – | 145,872 | – | 0.01% | – |
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% |