SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116 | -20.0% | 2,627 | -16.4% | 0.08% | +52.8% |
| Q2 2023 | $145 | -22.0% | 3,144 | -20.5% | 0.05% | -15.9% |
| Q1 2023 | $186 | -27.3% | 3,957 | -29.5% | 0.06% | -40.6% |
| Q4 2022 | $256 | -99.9% | 5,611 | +21.0% | 0.11% | -38.7% |
| Q3 2022 | $210,000 | -36.4% | 4,639 | -32.7% | 0.17% | +268.1% |
| Q2 2022 | $330,000 | -30.7% | 6,892 | -26.7% | 0.05% | -85.3% |
| Q1 2022 | $476,000 | -92.4% | 9,404 | -91.9% | 0.32% | -93.3% |
| Q4 2021 | $6,292,000 | – | 116,728 | – | 4.77% | – |
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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% |