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 2021 | $816,000 | +37.4% | 15,041 | +38.2% | 0.46% | +37.2% |
| Q2 2021 | $594,000 | +1.2% | 10,881 | +0.1% | 0.33% | -6.2% |
| Q1 2021 | $587,000 | +136.7% | 10,872 | +146.1% | 0.36% | +113.9% |
| Q4 2020 | $248,000 | -29.9% | 4,418 | -30.1% | 0.17% | -38.5% |
| Q3 2020 | $354,000 | +31.1% | 6,316 | +31.5% | 0.27% | +21.1% |
| Q2 2020 | $270,000 | -4.6% | 4,802 | -7.9% | 0.22% | -20.9% |
| Q1 2020 | $283,000 | +6.8% | 5,212 | +4.9% | 0.28% | +38.9% |
| Q4 2019 | $265,000 | -7.7% | 4,968 | -6.9% | 0.20% | -12.1% |
| Q3 2019 | $287,000 | +0.7% | 5,334 | -0.7% | 0.23% | 0.0% |
| Q2 2019 | $285,000 | -6.6% | 5,371 | -8.7% | 0.23% | -12.5% |
| Q1 2019 | $305,000 | +7.0% | 5,886 | +4.3% | 0.26% | -21.0% |
| Q4 2018 | $285,000 | +2.5% | 5,642 | +2.1% | 0.33% | +18.0% |
| Q3 2018 | $278,000 | -95.5% | 5,524 | -95.5% | 0.28% | -95.0% |
| Q2 2018 | $6,197,000 | +3.2% | 122,379 | +4.0% | 5.71% | +0.1% |
| Q1 2018 | $6,006,000 | +1.7% | 117,726 | +3.7% | 5.70% | +1.0% |
| Q4 2017 | $5,906,000 | – | 113,482 | – | 5.65% | – |
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% |