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 | $2,636,308 | -2.3% | 59,699 | +0.1% | 6.12% | +1.0% |
Q2 2023 | $2,697,246 | -4.4% | 59,634 | -0.6% | 6.06% | -4.7% |
Q1 2023 | $2,822,118 | +72.9% | 59,994 | +67.8% | 6.36% | +80.8% |
Q4 2022 | $1,632,490 | -5.0% | 35,761 | -5.7% | 3.52% | -12.4% |
Q3 2022 | $1,718,000 | +2.9% | 37,927 | +8.7% | 4.02% | +3.5% |
Q2 2022 | $1,670,000 | -0.8% | 34,896 | +4.9% | 3.88% | +11.4% |
Q1 2022 | $1,683,000 | -5.3% | 33,276 | +0.9% | 3.49% | -0.6% |
Q4 2021 | $1,778,000 | +44.3% | 32,988 | +45.3% | 3.51% | +12.7% |
Q3 2021 | $1,232,000 | +3.5% | 22,705 | +4.2% | 3.11% | +0.6% |
Q2 2021 | $1,190,000 | – | 21,797 | – | 3.09% | – |
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% |