SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $222 | -99.9% | 4,856 | +0.9% | 0.14% | -6.0% |
| Q3 2022 | $218,000 | -4.8% | 4,811 | +0.6% | 0.15% | -3.2% |
| Q2 2022 | $229,000 | +573.5% | 4,781 | +0.6% | 0.16% | +675.0% |
| Q1 2022 | $34,000 | -86.5% | 4,753 | +2.5% | 0.02% | -88.0% |
| Q1 2021 | $251,000 | -3.5% | 4,635 | 0.0% | 0.17% | -12.1% |
| Q4 2020 | $260,000 | +0.8% | 4,635 | +0.8% | 0.19% | -15.6% |
| Q3 2020 | $258,000 | +0.4% | 4,600 | +0.6% | 0.22% | -3.4% |
| Q2 2020 | $257,000 | +4.0% | 4,573 | +0.6% | 0.23% | -6.0% |
| Q1 2020 | $247,000 | +2.1% | 4,544 | +0.4% | 0.25% | +34.8% |
| Q4 2019 | $242,000 | +0.4% | 4,524 | +0.9% | 0.18% | -7.1% |
| Q3 2019 | $241,000 | +2.1% | 4,483 | +0.7% | 0.20% | -1.0% |
| Q2 2019 | $236,000 | +3.1% | 4,452 | +0.7% | 0.20% | +2.6% |
| Q1 2019 | $229,000 | +1.3% | 4,419 | -1.3% | 0.20% | -11.0% |
| Q4 2018 | $226,000 | +1.3% | 4,477 | +0.9% | 0.22% | +11.7% |
| Q3 2018 | $223,000 | +5.2% | 4,435 | +5.7% | 0.20% | +2.1% |
| Q2 2018 | $212,000 | -0.9% | 4,194 | 0.0% | 0.19% | -1.0% |
| Q1 2018 | $214,000 | +5.9% | 4,194 | +8.1% | 0.19% | +14.8% |
| Q4 2017 | $202,000 | – | 3,878 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 455,707 | $22,002,000 | 15.79% |
| Northeast Financial Group, Inc. | 381,989 | $18,285,818 | 15.43% |
| APPLETON GROUP, LLC | 49,851 | $2,386,000 | 13.88% |
| Tenret Co LLC | 256,907 | $12,298,000 | 12.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,546,979 | $74,054,000 | 10.50% |
| KilterHowling LLC | 185,635 | $8,886,368 | 9.98% |
| Alliance Wealth Management Group | 556,852 | $26,657,000 | 9.85% |
| BlueSky Wealth Advisors, LLC | 819,742 | $39,241,000 | 8.71% |
| Total Wealth Planning, LLC | 622,088 | $29,779,000 | 8.62% |
| Mokosak Advisory Group, LLC | 375,030 | $17,956,000 | 8.57% |