SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $281,668 | -53.6% | 6,102 | -52.9% | 0.15% | -24.6% |
Q1 2023 | $607,204 | +90.8% | 12,944 | +85.7% | 0.20% | -9.7% |
Q4 2022 | $318,226 | -15.4% | 6,971 | -15.9% | 0.22% | -31.2% |
Q3 2022 | $376,000 | -7.4% | 8,288 | -2.2% | 0.31% | +12.9% |
Q2 2022 | $406,000 | -36.0% | 8,477 | -32.3% | 0.28% | -33.8% |
Q2 2018 | $634,000 | -66.9% | 12,523 | -66.7% | 0.42% | -62.2% |
Q1 2018 | $1,917,000 | +16.7% | 37,565 | +19.0% | 1.11% | +7.1% |
Q4 2017 | $1,643,000 | +45.0% | 31,579 | +46.0% | 1.04% | +33.3% |
Q3 2017 | $1,133,000 | +70.6% | 21,632 | +70.2% | 0.78% | +71.0% |
Q2 2017 | $664,000 | +44.3% | 12,710 | +43.2% | 0.46% | +32.3% |
Q1 2017 | $460,000 | – | 8,874 | – | 0.34% | – |
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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% |