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 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4 | -99.9% | 87 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -50.0% |
Q4 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | +50.0% |
Q4 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $5,000 | +25.0% | 87 | 0.0% | 0.00% | +50.0% |
Q4 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $4,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $4,000 | -20.0% | 87 | 0.0% | 0.00% | -33.3% |
Q4 2017 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $5,000 | -16.7% | 87 | -26.9% | 0.00% | -25.0% |
Q2 2017 | $6,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $6,000 | -62.5% | 119 | -62.7% | 0.00% | -60.0% |
Q4 2016 | $16,000 | +166.7% | 319 | +187.4% | 0.01% | +150.0% |
Q3 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | +200.0% | 111 | +246.9% | 0.00% | +300.0% |
Q2 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,000 | – | 32 | – | 0.00% | – |
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% |