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 | $405,487 | -93.8% | 9,168 | -93.5% | 0.31% | -77.9% |
| Q2 2023 | $6,558,409 | +1.9% | 142,080 | +3.5% | 1.40% | +14.7% |
| Q1 2023 | $6,437,564 | -11.4% | 137,232 | -13.8% | 1.22% | -17.2% |
| Q4 2022 | $7,263,521 | -20.1% | 159,110 | -20.7% | 1.47% | -23.5% |
| Q3 2022 | $9,091,000 | -27.7% | 200,641 | -23.6% | 1.93% | -28.0% |
| Q2 2022 | $12,572,000 | +11.3% | 262,633 | +17.6% | 2.68% | +30.4% |
| Q1 2022 | $11,292,000 | – | 223,302 | – | 2.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 455,707 | $22,002,000 | 15.79% |
| Northeast Financial Group, Inc. | 381,989 | $18,285,818 | 15.43% |
| APPLETON GROUP, LLC | 49,851 | $2,386,000 | 13.88% |
| Tenret Co LLC | 256,907 | $12,298,000 | 12.81% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1,546,979 | $74,054,000 | 10.50% |
| KilterHowling LLC | 185,635 | $8,886,368 | 9.98% |
| Alliance Wealth Management Group | 556,852 | $26,657,000 | 9.85% |
| BlueSky Wealth Advisors, LLC | 819,742 | $39,241,000 | 8.71% |
| Total Wealth Planning, LLC | 622,088 | $29,779,000 | 8.62% |
| Mokosak Advisory Group, LLC | 375,030 | $17,956,000 | 8.57% |