SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,712 | +33.2% | 476 | +40.8% | 0.00% | 0.0% |
| Q2 2023 | $14,804 | +4.5% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,172 | +3.5% | 338 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,692 | +5.3% | 338 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -23.5% | 338 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +13.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +25.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -30.8% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | +20.0% | 169 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $10,000 | -23.1% | 169 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $13,000 | +8.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | +10.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $10,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $9,000 | -10.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 169 | 0.0% | 0.00% | +50.0% |
| Q1 2015 | $10,000 | -82.5% | 169 | -83.8% | 0.00% | -84.6% |
| Q4 2014 | $57,000 | – | 1,041 | – | 0.01% | – |
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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% |