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 | $890,371 | +4.3% | 20,130 | +8.8% | 0.60% | +11.4% |
| Q2 2023 | $854,035 | +114.3% | 18,502 | +117.7% | 0.54% | +100.0% |
| Q1 2023 | $398,601 | +136.5% | 8,497 | +130.1% | 0.27% | +129.1% |
| Q4 2022 | $168,525 | -71.0% | 3,692 | -69.7% | 0.12% | -75.7% |
| Q2 2022 | $582,000 | -57.2% | 12,167 | -54.7% | 0.48% | -53.2% |
| Q1 2022 | $1,359,000 | +56.6% | 26,866 | +66.7% | 1.03% | +71.3% |
| Q4 2021 | $868,000 | +75.7% | 16,112 | +47.7% | 0.60% | +55.4% |
| Q3 2021 | $494,000 | – | 10,912 | – | 0.39% | – |
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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% |