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 | $102,105 | -44.6% | 2,308 | -42.2% | 0.07% | -41.9% |
| Q2 2023 | $184,465 | -0.8% | 3,996 | +0.8% | 0.12% | +1.6% |
| Q1 2023 | $186,021 | +109.2% | 3,965 | +103.6% | 0.12% | +79.4% |
| Q4 2022 | $88,900 | +2.2% | 1,947 | +0.9% | 0.07% | +9.7% |
| Q3 2022 | $87,000 | -5.4% | 1,929 | +0.6% | 0.06% | +1.6% |
| Q2 2022 | $92,000 | +26.0% | 1,917 | +32.5% | 0.06% | +52.5% |
| Q1 2022 | $73,000 | -44.3% | 1,447 | -40.7% | 0.04% | -35.5% |
| Q3 2019 | $131,000 | +10.1% | 2,442 | +8.4% | 0.06% | +6.9% |
| Q2 2019 | $119,000 | +643.8% | 2,252 | +631.2% | 0.06% | +625.0% |
| Q1 2019 | $16,000 | +100.0% | 308 | +97.4% | 0.01% | +60.0% |
| Q4 2018 | $8,000 | – | 156 | – | 0.01% | – |
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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% |