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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,450 | -4.2% | 2,565 | 0.0% | 0.08% | +2.5% |
| Q2 2023 | $118,401 | -1.6% | 2,565 | 0.0% | 0.08% | -6.0% |
| Q1 2023 | $120,325 | +2.8% | 2,565 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $117,092 | +0.9% | 2,565 | 0.0% | 0.08% | -10.8% |
| Q3 2022 | $116,000 | -5.7% | 2,565 | 0.0% | 0.09% | +2.2% |
| Q2 2022 | $123,000 | -5.4% | 2,565 | 0.0% | 0.09% | +19.7% |
| Q1 2022 | $130,000 | -5.8% | 2,565 | 0.0% | 0.08% | +5.6% |
| Q4 2021 | $138,000 | -0.7% | 2,565 | 0.0% | 0.07% | -10.0% |
| Q3 2021 | $139,000 | -0.7% | 2,565 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $140,000 | +1.4% | 2,565 | 0.0% | 0.08% | -11.2% |
| Q1 2021 | $138,000 | -4.2% | 2,565 | 0.0% | 0.09% | -14.4% |
| Q4 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.10% | -20.6% |
| Q3 2020 | $144,000 | 0.0% | 2,565 | 0.0% | 0.13% | -17.1% |
| Q2 2020 | $144,000 | +3.6% | 2,565 | 0.0% | 0.16% | -9.7% |
| Q1 2020 | $139,000 | +44.8% | 2,565 | +42.5% | 0.18% | +118.8% |
| Q4 2019 | $96,000 | – | 1,800 | – | 0.08% | – |
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% |