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 2023 | $921,737 | -6.1% | 20,840 | -2.0% | 0.83% | -3.0% |
Q2 2023 | $982,068 | -1.6% | 21,275 | 0.0% | 0.86% | -7.3% |
Q1 2023 | $998,025 | +2.8% | 21,275 | +1877.2% | 0.93% | -5.5% |
Q4 2022 | $971,218 | +0.7% | 1,076 | +0.3% | 0.98% | -9.9% |
Q3 2022 | $964,000 | -5.3% | 1,073 | -1.6% | 1.09% | -0.7% |
Q2 2022 | $1,018,000 | -5.4% | 1,091 | -1.4% | 1.10% | +10.7% |
Q1 2022 | $1,076,000 | -6.1% | 1,106 | -1.8% | 0.99% | +0.4% |
Q4 2021 | $1,146,000 | – | 1,126 | – | 0.99% | – |
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% |