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 | $12,020 | -67.3% | 267 | -66.5% | 0.00% | – |
| Q2 2023 | $36,775 | +201.6% | 796 | +198.1% | 0.00% | – |
| Q4 2022 | $12,195 | +1.6% | 267 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -97.1% | 267 | -96.5% | 0.00% | – |
| Q4 2021 | $411,000 | -96.6% | 7,584 | -96.6% | 0.00% | -100.0% |
| Q1 2021 | $12,185,000 | +1.6% | 225,016 | +3.9% | 0.01% | 0.0% |
| Q4 2020 | $11,997,000 | +18.9% | 216,556 | +19.9% | 0.01% | 0.0% |
| Q3 2020 | $10,090,000 | +18.2% | 180,657 | +19.4% | 0.01% | 0.0% |
| Q2 2020 | $8,533,000 | +15.9% | 151,261 | +11.7% | 0.01% | 0.0% |
| Q1 2020 | $7,361,000 | -1.2% | 135,438 | -2.9% | 0.01% | +33.3% |
| Q4 2019 | $7,454,000 | +6.3% | 139,508 | +7.1% | 0.01% | 0.0% |
| Q3 2019 | $7,014,000 | +6.3% | 130,255 | +4.6% | 0.01% | 0.0% |
| Q2 2019 | $6,601,000 | +14.5% | 124,545 | +12.0% | 0.01% | +20.0% |
| Q1 2019 | $5,767,000 | +7.7% | 111,152 | +5.0% | 0.01% | 0.0% |
| Q4 2018 | $5,355,000 | -6.9% | 105,848 | -7.5% | 0.01% | 0.0% |
| Q3 2018 | $5,751,000 | -6.9% | 114,455 | -6.2% | 0.01% | 0.0% |
| Q2 2018 | $6,178,000 | -2.5% | 121,984 | -1.8% | 0.01% | -16.7% |
| Q1 2018 | $6,335,000 | -8.5% | 124,161 | -6.6% | 0.01% | 0.0% |
| Q4 2017 | $6,922,000 | +47.7% | 133,004 | +48.6% | 0.01% | +50.0% |
| Q3 2017 | $4,686,000 | +24.2% | 89,505 | +23.9% | 0.00% | 0.0% |
| Q2 2017 | $3,773,000 | +14.0% | 72,216 | +13.0% | 0.00% | +33.3% |
| Q1 2017 | $3,311,000 | +9.0% | 63,931 | +8.9% | 0.00% | 0.0% |
| Q4 2016 | $3,039,000 | -4.7% | 58,727 | -1.2% | 0.00% | 0.0% |
| Q3 2016 | $3,190,000 | +38.7% | 59,445 | +38.8% | 0.00% | 0.0% |
| Q2 2016 | $2,300,000 | +79.8% | 42,823 | +76.9% | 0.00% | +200.0% |
| Q1 2016 | $1,279,000 | +22.9% | 24,207 | +19.8% | 0.00% | 0.0% |
| Q4 2015 | $1,041,000 | +55.4% | 20,205 | +57.2% | 0.00% | 0.0% |
| Q3 2015 | $670,000 | +0.9% | 12,850 | +0.2% | 0.00% | 0.0% |
| Q2 2015 | $664,000 | +78.5% | 12,827 | +82.6% | 0.00% | – |
| Q1 2015 | $372,000 | +87.9% | 7,026 | +85.8% | 0.00% | – |
| Q4 2014 | $198,000 | +30.3% | 3,782 | +29.2% | 0.00% | – |
| Q3 2014 | $152,000 | +15.2% | 2,927 | +15.0% | 0.00% | – |
| Q2 2014 | $132,000 | -3.6% | 2,545 | -4.9% | 0.00% | – |
| Q1 2014 | $137,000 | +47.3% | 2,676 | +45.4% | 0.00% | – |
| Q4 2013 | $93,000 | +520.0% | 1,841 | +524.1% | 0.00% | – |
| Q3 2013 | $15,000 | 0.0% | 295 | 0.0% | 0.00% | – |
| Q2 2013 | $15,000 | – | 295 | – | 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% |