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 | $1,125,255 | -1.2% | 25,441 | +3.1% | 0.74% | +2.8% |
| Q2 2023 | $1,138,767 | +10.3% | 24,670 | +12.1% | 0.72% | +7.3% |
| Q1 2023 | $1,032,067 | +357.1% | 22,001 | +344.8% | 0.68% | +338.3% |
| Q4 2022 | $225,785 | -14.5% | 4,946 | -15.2% | 0.15% | -24.5% |
| Q3 2022 | $264,000 | -36.7% | 5,834 | -33.0% | 0.20% | -32.7% |
| Q2 2022 | $417,000 | +10.9% | 8,702 | +16.9% | 0.30% | +26.2% |
| Q1 2022 | $376,000 | – | 7,444 | – | 0.24% | – |
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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% |