SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,796 | +343.3% | 5,783 | +370.2% | 0.03% | +371.4% |
| Q1 2023 | $57,700 | -51.9% | 1,230 | -53.2% | 0.01% | -58.8% |
| Q4 2022 | $120,060 | +110.6% | 2,630 | +108.4% | 0.02% | +88.9% |
| Q3 2022 | $57,000 | -5.0% | 1,262 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $60,000 | -6.2% | 1,262 | +0.2% | 0.01% | -10.0% |
| Q1 2022 | $64,000 | -5.9% | 1,260 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $68,000 | 0.0% | 1,260 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $68,000 | -1.4% | 1,260 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $69,000 | +4.5% | 1,260 | +2.4% | 0.01% | -57.1% |
| Q1 2021 | $66,000 | -4.3% | 1,230 | 0.0% | 0.03% | -9.7% |
| Q4 2020 | $69,000 | 0.0% | 1,230 | 0.0% | 0.03% | +14.8% |
| Q3 2020 | $69,000 | 0.0% | 1,230 | 0.0% | 0.03% | -6.9% |
| Q2 2020 | $69,000 | +3.0% | 1,230 | 0.0% | 0.03% | -12.1% |
| Q1 2020 | $67,000 | +1.5% | 1,230 | 0.0% | 0.03% | +26.9% |
| Q4 2019 | $66,000 | 0.0% | 1,230 | 0.0% | 0.03% | -10.3% |
| Q3 2019 | $66,000 | -2.9% | 1,230 | -8.3% | 0.03% | -12.1% |
| Q4 2018 | $68,000 | +195.7% | 1,342 | +198.2% | 0.03% | +230.0% |
| Q3 2018 | $23,000 | -8.0% | 450 | -9.5% | 0.01% | -9.1% |
| Q2 2018 | $25,000 | +8.7% | 497 | +10.4% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | -97.9% | 450 | -97.9% | 0.01% | -97.8% |
| Q4 2017 | $1,114,000 | +111300.0% | 21,413 | +85552.0% | 0.49% | +48800.0% |
| Q2 2017 | $1,000 | – | 25 | – | 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% |