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 | $228,192 | -4.0% | 5,159 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $237,738 | -21.6% | 5,150 | -20.4% | 0.01% | -30.0% |
Q1 2023 | $303,316 | +7.9% | 6,466 | +5.0% | 0.01% | 0.0% |
Q4 2022 | $281,037 | +10.2% | 6,156 | +9.2% | 0.01% | -16.7% |
Q3 2022 | $255,000 | -34.8% | 5,635 | -31.1% | 0.01% | -33.3% |
Q2 2022 | $391,000 | +22.6% | 8,174 | +29.5% | 0.02% | +28.6% |
Q1 2022 | $319,000 | +1.6% | 6,312 | +8.2% | 0.01% | +16.7% |
Q4 2021 | $314,000 | – | 5,833 | – | 0.01% | – |
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% |