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 | $15,527,748 | -7.6% | 351,068 | -3.5% | 3.45% | -2.5% |
| Q2 2023 | $16,797,634 | +3.7% | 363,900 | +5.4% | 3.54% | -5.5% |
| Q1 2023 | $16,203,381 | +49.3% | 345,414 | +45.3% | 3.74% | +51.0% |
| Q4 2022 | $10,854,987 | +9.8% | 237,787 | +9.0% | 2.48% | -23.3% |
| Q3 2022 | $9,883,000 | -8.9% | 218,124 | -3.7% | 3.23% | +11.4% |
| Q2 2022 | $10,843,000 | +2.4% | 226,513 | +8.2% | 2.90% | +12.0% |
| Q1 2022 | $10,586,000 | – | 209,334 | – | 2.59% | – |
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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% |