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 2021 | $2,186,000 | -33.0% | 21,840 | -30.3% | 0.10% | -31.4% |
| Q2 2021 | $3,263,000 | +4.5% | 31,320 | 0.0% | 0.14% | -2.8% |
| Q1 2021 | $3,122,000 | +12.0% | 31,320 | 0.0% | 0.14% | +3.6% |
| Q4 2020 | $2,787,000 | +30.2% | 31,320 | 0.0% | 0.14% | +14.9% |
| Q3 2020 | $2,140,000 | +4.6% | 31,320 | 0.0% | 0.12% | -4.0% |
| Q2 2020 | $2,046,000 | +26.8% | 31,320 | 0.0% | 0.13% | +5.9% |
| Q1 2020 | $1,614,000 | -31.9% | 31,320 | 0.0% | 0.12% | -13.8% |
| Q4 2019 | $2,369,000 | +8.5% | 31,320 | 0.0% | 0.14% | +0.7% |
| Q3 2019 | $2,184,000 | -2.5% | 31,320 | 0.0% | 0.14% | -14.4% |
| Q2 2019 | $2,239,000 | -5.5% | 31,320 | -7.6% | 0.16% | -3.0% |
| Q1 2019 | $2,370,000 | – | 33,884 | – | 0.16% | – |
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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% |