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 | $2,485,915 | -1.7% | 56,204 | +4.3% | 2.34% | -8.1% |
| Q1 2023 | $2,528,536 | +8.5% | 53,902 | +5.6% | 2.54% | +2.8% |
| Q4 2022 | $2,330,538 | +1.9% | 51,052 | +1.1% | 2.47% | -6.7% |
| Q3 2022 | $2,287,000 | +3.0% | 50,480 | +8.9% | 2.65% | +6.6% |
| Q2 2022 | $2,220,000 | -1.4% | 46,365 | -0.1% | 2.49% | +7.3% |
| Q1 2022 | $2,251,000 | -6.1% | 46,406 | +4.4% | 2.32% | +1.3% |
| Q4 2021 | $2,396,000 | – | 44,446 | – | 2.29% | – |
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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% |