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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,940 | +2.7% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,835 | -100.0% | 84 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $27,227,000 | +701.3% | 484,120 | +639.1% | 15.85% | +680.0% |
| Q1 2019 | $3,398,000 | +736.9% | 65,500 | +739.2% | 2.03% | +872.2% |
| Q4 2017 | $406,000 | -49.2% | 7,805 | -48.9% | 0.21% | -53.9% |
| Q3 2017 | $800,000 | -43.0% | 15,281 | -43.6% | 0.45% | -49.8% |
| Q2 2017 | $1,403,000 | 0.0% | 27,093 | 0.0% | 0.90% | 0.0% |
| Q1 2017 | $1,403,000 | +867.6% | 27,093 | +860.1% | 0.90% | +925.0% |
| Q4 2015 | $145,000 | +3525.0% | 2,822 | +3517.9% | 0.09% | +2833.3% |
| Q2 2014 | $4,000 | -99.5% | 78 | -99.5% | 0.00% | -99.7% |
| Q1 2014 | $843,000 | +510.9% | 16,487 | +502.2% | 0.98% | +392.0% |
| Q4 2013 | $138,000 | – | 2,738 | – | 0.20% | – |
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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% |