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 2018 | $268,000 | +3.5% | 3,525 | 0.0% | 0.07% | -2.7% |
| Q2 2018 | $259,000 | 0.0% | 3,525 | -6.0% | 0.08% | +2.7% |
| Q1 2018 | $259,000 | +1.6% | 3,750 | +2.7% | 0.07% | +2.8% |
| Q4 2017 | $255,000 | +3.7% | 3,650 | 0.0% | 0.07% | +2.9% |
| Q3 2017 | $246,000 | +5.6% | 3,650 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $233,000 | +1.3% | 3,650 | 0.0% | 0.07% | -2.9% |
| Q1 2017 | $230,000 | +2.7% | 3,650 | 0.0% | 0.07% | +1.4% |
| Q4 2016 | $224,000 | +6.7% | 3,650 | 0.0% | 0.07% | +1.5% |
| Q3 2016 | $210,000 | 0.0% | 3,650 | 0.0% | 0.07% | +1.5% |
| Q2 2015 | $210,000 | 0.0% | 3,650 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $210,000 | +4.5% | 3,650 | 0.0% | 0.07% | +3.1% |
| Q4 2014 | $201,000 | +0.5% | 3,650 | 0.0% | 0.06% | -1.5% |
| Q2 2014 | $200,000 | – | 3,650 | – | 0.07% | – |
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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% |