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 2017 | $6,596,000 | -4.0% | 127,364 | -4.6% | 3.95% | -4.0% |
| Q4 2016 | $6,873,000 | -10.2% | 133,458 | -6.4% | 4.12% | -13.4% |
| Q3 2016 | $7,651,000 | -0.5% | 142,548 | -0.5% | 4.76% | -33.1% |
| Q2 2016 | $7,693,000 | -0.8% | 143,208 | -2.5% | 7.11% | -3.3% |
| Q1 2016 | $7,757,000 | -2.7% | 146,864 | -5.1% | 7.35% | -3.7% |
| Q4 2015 | $7,970,000 | – | 154,760 | – | 7.64% | – |
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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% |