SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 528 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 8.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,036 | -4.2% | 453 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $20,910 | -1.6% | 453 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $21,250 | +2.7% | 453 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $20,686 | -1.5% | 453 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 453 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $22,000 | -21.4% | 453 | -18.1% | 0.02% | -5.9% |
| Q1 2022 | $28,000 | -6.7% | 553 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $30,000 | 0.0% | 553 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 553 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $30,000 | 0.0% | 553 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $30,000 | -3.2% | 553 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $31,000 | 0.0% | 553 | 0.0% | 0.02% | -13.6% |
| Q3 2020 | $31,000 | 0.0% | 553 | 0.0% | 0.02% | -31.2% |
| Q2 2020 | $31,000 | 0.0% | 553 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $31,000 | +3.3% | 553 | 0.0% | 0.03% | +39.1% |
| Q4 2019 | $30,000 | – | 553 | – | 0.02% | – |
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% |