SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 495 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,015,111 | +4037.6% | 2,419,519 | +4218.2% | 0.01% | – |
| Q2 2023 | $2,586,392 | +4.7% | 56,031 | +6.4% | 0.00% | – |
| Q1 2023 | $2,470,000 | +589398.8% | 52,658 | +474.5% | 0.00% | – |
| Q4 2022 | $419 | -99.9% | 9,166 | +13.2% | 0.00% | – |
| Q3 2022 | $367,000 | -4.2% | 8,094 | +1.1% | 0.00% | – |
| Q2 2022 | $383,000 | -9.0% | 8,002 | -3.8% | 0.00% | – |
| Q1 2022 | $421,000 | -3.2% | 8,321 | +3.1% | 0.00% | – |
| Q4 2021 | $435,000 | +17.6% | 8,070 | +18.2% | 0.00% | – |
| Q3 2021 | $370,000 | +15.6% | 6,827 | +16.4% | 0.00% | – |
| Q2 2021 | $320,000 | +57.6% | 5,867 | +56.2% | 0.00% | – |
| Q1 2021 | $203,000 | -27.8% | 3,756 | -25.1% | 0.00% | – |
| Q4 2020 | $281,000 | -37.7% | 5,018 | -37.5% | 0.00% | – |
| Q3 2020 | $451,000 | +10.3% | 8,029 | +10.4% | 0.00% | – |
| Q2 2020 | $409,000 | +14.2% | 7,270 | +10.3% | 0.00% | – |
| Q1 2020 | $358,000 | +71.3% | 6,591 | +68.2% | 0.00% | – |
| Q4 2019 | $209,000 | -0.5% | 3,919 | +0.4% | 0.00% | – |
| Q3 2019 | $210,000 | -29.3% | 3,903 | -30.3% | 0.00% | – |
| Q2 2019 | $297,000 | +80.0% | 5,598 | +75.5% | 0.00% | – |
| Q1 2019 | $165,000 | -44.3% | 3,190 | -45.5% | 0.00% | – |
| Q4 2018 | $296,000 | -54.5% | 5,849 | -54.7% | 0.00% | – |
| Q3 2018 | $650,000 | +138.1% | 12,925 | +139.6% | 0.00% | – |
| Q2 2018 | $273,000 | +103.7% | 5,394 | +105.8% | 0.00% | – |
| Q1 2018 | $134,000 | +162.7% | 2,621 | +168.0% | 0.00% | – |
| Q4 2017 | $51,000 | +750.0% | 978 | +765.5% | 0.00% | – |
| Q1 2017 | $6,000 | – | 113 | – | 0.00% | – |
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% |