SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,185,738 | -5.4% | 139,854 | -1.3% | 6.14% | -1.3% |
| Q2 2023 | $6,539,952 | -6.5% | 141,680 | -4.9% | 6.22% | -13.5% |
| Q1 2023 | $6,992,131 | +1.9% | 149,054 | -0.8% | 7.19% | -9.0% |
| Q4 2022 | $6,859,804 | +11.6% | 150,270 | +10.7% | 7.90% | +3.0% |
| Q3 2022 | $6,148,000 | -3.1% | 135,684 | +2.3% | 7.67% | -3.0% |
| Q2 2022 | $6,347,000 | +18.5% | 132,587 | +25.2% | 7.91% | +45.9% |
| Q1 2022 | $5,354,000 | -5.9% | 105,872 | +0.3% | 5.42% | +1.1% |
| Q4 2021 | $5,689,000 | – | 105,555 | – | 5.36% | – |
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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% |