SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 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 ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 455,707 | $22,002,000 | 15.79% |
| Northeast Financial Group, Inc. | 381,989 | $18,285,818 | 15.43% |
| APPLETON GROUP, LLC | 49,851 | $2,386,000 | 13.88% |
| Tenret Co LLC | 256,907 | $12,298,000 | 12.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,546,979 | $74,054,000 | 10.50% |
| KilterHowling LLC | 185,635 | $8,886,368 | 9.98% |
| Alliance Wealth Management Group | 556,852 | $26,657,000 | 9.85% |
| BlueSky Wealth Advisors, LLC | 819,742 | $39,241,000 | 8.71% |
| Total Wealth Planning, LLC | 622,088 | $29,779,000 | 8.62% |
| Mokosak Advisory Group, LLC | 375,030 | $17,956,000 | 8.57% |