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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $483,000 | -16.6% | 6,383 | -23.2% | 0.12% | -22.3% |
| Q3 2019 | $579,000 | -32.5% | 8,308 | -30.8% | 0.15% | -34.2% |
| Q2 2019 | $858,000 | -43.1% | 12,003 | -44.3% | 0.22% | -44.3% |
| Q1 2019 | $1,507,000 | +85.8% | 21,548 | +61.3% | 0.40% | +66.3% |
| Q4 2018 | $811,000 | +77.9% | 13,358 | +122.9% | 0.24% | +99.2% |
| Q3 2018 | $456,000 | +98.3% | 5,993 | +66.7% | 0.12% | +62.7% |
| Q2 2017 | $230,000 | – | 3,596 | – | 0.08% | – |
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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% |