SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,771,884 | +18.2% | 80,907 | +12.2% | 0.39% | +4.6% |
| Q3 2023 | $3,189,912 | +8.2% | 72,121 | +13.0% | 0.37% | -11.0% |
| Q2 2023 | $2,947,039 | -8.1% | 63,844 | -6.6% | 0.42% | +14.2% |
| Q1 2023 | $3,207,215 | +18.3% | 68,370 | +16.8% | 0.36% | +93.1% |
| Q4 2022 | $2,710,600 | +94.0% | 58,519 | +103.1% | 0.19% | +94.8% |
| Q1 2022 | $1,397,000 | +27.8% | 28,818 | +39.0% | 0.10% | +34.7% |
| Q4 2021 | $1,093,000 | – | 20,738 | – | 0.07% | – |
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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% |