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 | $394 | +57.0% | 8,915 | +64.0% | 0.00% | 0.0% |
| Q2 2023 | $251 | +765.5% | 5,437 | +769.9% | 0.00% | – |
| Q1 2023 | $29 | -59.2% | 625 | -59.8% | 0.00% | -100.0% |
| Q4 2022 | $71 | -99.9% | 1,554 | -47.8% | 0.00% | 0.0% |
| Q3 2022 | $135,000 | +10.7% | 2,975 | +16.9% | 0.00% | 0.0% |
| Q2 2022 | $122,000 | +134.6% | 2,545 | +149.8% | 0.00% | – |
| Q1 2022 | $52,000 | -48.0% | 1,019 | -44.9% | 0.00% | -100.0% |
| Q4 2021 | $100,000 | -6.5% | 1,849 | -5.2% | 0.00% | 0.0% |
| Q2 2021 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $107,000 | 0.0% | 1,951 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $107,000 | +463.2% | 1,951 | +406.8% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | -5.0% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 385 | – | 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% |