SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100 | -9.9% | 2,407 | -4.8% | 0.00% | – |
| Q2 2023 | $111 | +9.9% | 2,529 | +5.1% | 0.00% | – |
| Q1 2023 | $101 | +6.3% | 2,407 | +2.5% | 0.00% | – |
| Q4 2022 | $95 | -99.9% | 2,348 | 0.0% | 0.00% | – |
| Q3 2022 | $89,000 | -3.3% | 2,348 | 0.0% | 0.00% | – |
| Q2 2022 | $92,000 | -17.1% | 2,348 | 0.0% | 0.00% | – |
| Q1 2022 | $111,000 | -7.5% | 2,348 | +100.0% | 0.00% | – |
| Q4 2021 | $120,000 | +361.5% | 1,174 | +343.0% | 0.00% | – |
| Q1 2021 | $26,000 | -44.7% | 265 | -70.8% | 0.00% | – |
| Q1 2020 | $47,000 | – | 907 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |