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
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% |