SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $434 | -99.9% | 10,488 | +1.8% | 0.22% | -1.8% |
Q2 2023 | $451,271 | +4.5% | 10,303 | 0.0% | 0.22% | 0.0% |
Q1 2023 | $432,005 | +110387.2% | 10,303 | +6.6% | 0.22% | +7.4% |
Q4 2022 | $391 | -99.9% | 9,662 | +10.6% | 0.20% | +14.0% |
Q3 2022 | $330,000 | +2.2% | 8,733 | +5.3% | 0.18% | +5.9% |
Q2 2022 | $323,000 | -25.9% | 8,293 | -9.9% | 0.17% | -14.2% |
Q1 2022 | $436,000 | -10.3% | 9,208 | +94.1% | 0.20% | +10.1% |
Q4 2021 | $486,000 | +14.1% | 4,744 | +11.5% | 0.18% | +8.5% |
Q3 2021 | $426,000 | -7.0% | 4,254 | -3.2% | 0.16% | -8.3% |
Q2 2021 | $458,000 | +2.0% | 4,393 | -2.6% | 0.18% | -6.2% |
Q1 2021 | $449,000 | +3.0% | 4,508 | -7.9% | 0.19% | -5.4% |
Q4 2020 | $436,000 | +30.1% | 4,894 | -0.3% | 0.20% | +10.3% |
Q3 2020 | $335,000 | -1.5% | 4,909 | -5.6% | 0.18% | -5.2% |
Q2 2020 | $340,000 | +87.8% | 5,199 | +48.1% | 0.19% | +56.5% |
Q1 2020 | $181,000 | -42.0% | 3,511 | -14.8% | 0.12% | -29.5% |
Q4 2019 | $312,000 | +28.4% | 4,121 | +18.1% | 0.18% | +23.1% |
Q3 2019 | $243,000 | +13.6% | 3,488 | +16.6% | 0.14% | +11.7% |
Q2 2019 | $214,000 | +4.4% | 2,991 | +2.0% | 0.13% | 0.0% |
Q1 2019 | $205,000 | -99.9% | 2,933 | +3.9% | 0.13% | +4.9% |
Q4 2018 | $171,360,000 | -10.4% | 2,824 | +12.5% | 0.12% | +10.9% |
Q3 2018 | $191,187,000 | +3.0% | 2,510 | -0.6% | 0.11% | -2.7% |
Q2 2018 | $185,691,000 | +10.7% | 2,524 | +4.0% | 0.11% | +14.1% |
Q1 2018 | $167,709,000 | +24.5% | 2,426 | +21.3% | 0.10% | +23.8% |
Q3 2017 | $134,740,000 | +3.6% | 2,000 | -1.7% | 0.08% | +1.3% |
Q2 2017 | $130,057,000 | +20.0% | 2,035 | +18.2% | 0.08% | +17.9% |
Q1 2017 | $108,389,000 | +0.9% | 1,721 | -1.5% | 0.07% | -6.9% |
Q4 2016 | $107,467,000 | -2.0% | 1,748 | -8.2% | 0.07% | -5.3% |
Q3 2016 | $109,633,000 | +57.8% | 1,905 | +48.1% | 0.08% | +52.0% |
Q2 2016 | $69,483,000 | +90.2% | 1,286 | +83.2% | 0.05% | +78.6% |
Q1 2016 | $36,532,000 | +14.4% | 702 | +14.5% | 0.03% | +12.0% |
Q4 2015 | $31,928,000 | +65.4% | 613 | +61.3% | 0.02% | +56.2% |
Q3 2015 | $19,300,000 | +97.5% | 380 | +123.5% | 0.02% | +128.6% |
Q2 2015 | $9,772,000 | +239.4% | 170 | +240.0% | 0.01% | +250.0% |
Q1 2015 | $2,879,000 | +4.5% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,756,000 | +7.2% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,570,000 | – | 50 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 311,153 | $15,803,000 | 11.85% |
Financial Management Professionals, Inc. | 335,770 | $17,054,000 | 11.54% |
Sharkey, Howes & Javer | 262,184 | $14,037,000 | 10.82% |
PIERSHALE FINANCIAL GROUP, INC. | 278,070 | $14,123,000 | 10.75% |
VALENTINE VENTURES LLC | 163,201 | $8,289,000 | 9.32% |
HBK Sorce Advisory LLC | 538,866 | $27,369,000 | 8.88% |
Burt Wealth Advisors | 127,354 | $6,468,000 | 8.05% |
Spectrum Management Group, LLC | 223,235 | $11,338,000 | 5.80% |
WealthTrust-Arizona, LLC | 168,055 | $8,536,000 | 5.29% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 309,864 | $16,692,000 | 5.08% |