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 | $274,251 | -6.3% | 6,621 | -0.9% | 0.02% | -4.8% |
| Q2 2023 | $292,779 | +15.9% | 6,684 | +10.9% | 0.02% | +16.7% |
| Q1 2023 | $252,668 | -1.5% | 6,026 | -4.8% | 0.02% | -10.0% |
| Q4 2022 | $256,564 | +7.3% | 6,333 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $239,000 | -29.1% | 6,325 | -26.9% | 0.02% | -25.9% |
| Q2 2022 | $337,000 | -11.3% | 8,649 | +7.8% | 0.03% | +8.0% |
| Q1 2022 | $380,000 | -5.9% | 8,020 | +103.1% | 0.02% | -3.8% |
| Q4 2021 | $404,000 | +42.8% | 3,949 | +45.4% | 0.03% | +18.2% |
| Q2 2021 | $283,000 | – | 2,716 | – | 0.02% | – |
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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% |