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 | $1,019,578 | -37.4% | 23,051 | -34.7% | 0.05% | -38.1% |
| Q2 2023 | $1,628,814 | -96.9% | 35,286 | +3598.7% | 0.08% | +460.0% |
| Q1 2020 | $51,761,000 | +1258.9% | 954 | -98.8% | 0.02% | -98.4% |
| Q3 2018 | $3,809,000 | +6.8% | 76,364 | +8.0% | 0.97% | +8.0% |
| Q2 2018 | $3,567,000 | +11.7% | 70,685 | +11.4% | 0.90% | -19.2% |
| Q1 2018 | $3,194,000 | +23.9% | 63,465 | +26.6% | 1.11% | +32.1% |
| Q4 2017 | $2,578,000 | +118.1% | 50,145 | +121.9% | 0.84% | +153.9% |
| Q3 2017 | $1,182,000 | +7.0% | 22,595 | +7.1% | 0.33% | +3.1% |
| Q2 2017 | $1,105,000 | +17.8% | 21,105 | +16.5% | 0.32% | -1.2% |
| Q1 2017 | $938,000 | +168.8% | 18,118 | +178.5% | 0.32% | +121.9% |
| Q3 2016 | $349,000 | +1063.3% | 6,505 | +1059.5% | 0.15% | +942.9% |
| Q2 2016 | $30,000 | – | 561 | – | 0.01% | – |
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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% |