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 | $951,668 | +29.1% | 21,516 | +34.8% | 0.13% | +33.7% |
| Q2 2023 | $736,902 | -2.5% | 15,964 | -0.9% | 0.10% | -12.8% |
| Q1 2023 | $755,779 | +5.9% | 16,111 | +6.8% | 0.11% | +4.8% |
| Q4 2022 | $713,822 | +21.8% | 15,085 | +16.6% | 0.10% | +10.6% |
| Q3 2022 | $586,000 | -10.3% | 12,936 | -5.2% | 0.09% | -4.1% |
| Q2 2022 | $653,000 | -20.6% | 13,651 | -16.1% | 0.10% | -7.5% |
| Q1 2022 | $822,000 | -4.5% | 16,262 | 0.0% | 0.11% | -6.2% |
| Q4 2021 | $861,000 | -20.9% | 16,262 | -18.9% | 0.11% | -18.7% |
| Q3 2021 | $1,088,000 | +8.2% | 20,053 | +8.8% | 0.14% | +8.6% |
| Q2 2021 | $1,006,000 | -24.1% | 18,432 | -25.0% | 0.13% | -31.6% |
| Q1 2021 | $1,326,000 | +88.9% | 24,577 | +96.1% | 0.19% | +68.5% |
| Q4 2020 | $702,000 | – | 12,530 | – | 0.11% | – |
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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% |