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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $372,000 | -34.7% | 7,353 | -28.2% | 0.23% | -49.0% |
| Q4 2021 | $570,000 | +14.5% | 10,236 | +11.4% | 0.45% | +51.0% |
| Q3 2021 | $498,000 | -1.6% | 9,186 | -1.0% | 0.30% | -11.1% |
| Q2 2021 | $506,000 | -7.7% | 9,275 | -8.6% | 0.33% | -15.7% |
| Q1 2021 | $548,000 | -4.7% | 10,152 | -1.1% | 0.40% | -12.4% |
| Q4 2020 | $575,000 | -9.9% | 10,268 | -9.7% | 0.45% | -22.9% |
| Q3 2020 | $638,000 | -13.2% | 11,368 | -12.9% | 0.58% | -17.5% |
| Q2 2020 | $735,000 | -74.0% | 13,049 | -74.3% | 0.71% | -76.6% |
| Q1 2020 | $2,829,000 | -10.3% | 50,844 | -13.2% | 3.03% | -1.9% |
| Q4 2019 | $3,153,000 | -10.3% | 58,584 | -10.5% | 3.09% | -17.3% |
| Q3 2019 | $3,516,000 | +13.2% | 65,479 | +11.2% | 3.74% | +14.4% |
| Q2 2019 | $3,107,000 | +18.3% | 58,885 | +16.0% | 3.26% | +15.9% |
| Q1 2019 | $2,626,000 | +3.0% | 50,772 | +1.0% | 2.82% | -8.4% |
| Q4 2018 | $2,550,000 | – | 50,263 | – | 3.08% | – |
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% |