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 | $467 | +4.0% | 11,263 | +9.9% | 0.01% | 0.0% |
| Q2 2023 | $449 | -99.9% | 10,252 | +31.4% | 0.01% | +16.7% |
| Q4 2022 | $316,000 | -99.9% | 7,801 | +22.1% | 0.01% | +20.0% |
| Q3 2022 | $242,000,000 | +68845.9% | 6,390 | -29.1% | 0.01% | -28.6% |
| Q2 2022 | $351,000 | -2.2% | 9,010 | +19.0% | 0.01% | +16.7% |
| Q1 2022 | $359,000 | -99.9% | 7,574 | +117.6% | 0.01% | 0.0% |
| Q4 2021 | $356,000,000 | +136823.1% | 3,481 | +34.2% | 0.01% | +20.0% |
| Q3 2021 | $260,000 | -47.6% | 2,594 | -45.5% | 0.01% | -54.5% |
| Q2 2021 | $496,000 | +24.3% | 4,760 | +18.8% | 0.01% | +10.0% |
| Q1 2021 | $399,000 | – | 4,007 | – | 0.01% | – |
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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% |