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 | $1,357,310 | -6.6% | 30,688 | -2.5% | 0.54% | -2.2% |
Q2 2023 | $1,453,032 | +2.8% | 31,478 | +4.6% | 0.55% | -3.3% |
Q1 2023 | $1,412,835 | +20.5% | 30,105 | +17.2% | 0.57% | +12.0% |
Q4 2022 | $1,172,194 | +32.8% | 25,678 | +31.7% | 0.51% | +23.8% |
Q3 2022 | $883,000 | -6.7% | 19,493 | -1.4% | 0.41% | -2.1% |
Q2 2022 | $946,000 | +1.4% | 19,766 | +7.1% | 0.42% | +22.4% |
Q1 2022 | $933,000 | -26.9% | 18,448 | -22.2% | 0.34% | -24.8% |
Q4 2021 | $1,277,000 | – | 23,701 | – | 0.46% | – |
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% |