SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,850 | -3.0% | 10,547 | +2.5% | 0.07% | 0.0% |
| Q2 2023 | $450,563 | +13.1% | 10,287 | +8.3% | 0.07% | +9.0% |
| Q1 2023 | $398,370 | +1.6% | 9,501 | -1.9% | 0.07% | +1.5% |
| Q4 2022 | $392,252 | +13.0% | 9,683 | +5.5% | 0.07% | +1.5% |
| Q3 2022 | $347,000 | -3.3% | 9,181 | -0.4% | 0.06% | +3.2% |
| Q2 2022 | $359,000 | -13.3% | 9,217 | +5.5% | 0.06% | 0.0% |
| Q1 2022 | $414,000 | -10.0% | 8,738 | +94.6% | 0.06% | -10.0% |
| Q4 2021 | $460,000 | +8.7% | 4,491 | +6.3% | 0.07% | -12.5% |
| Q3 2021 | $423,000 | -8.0% | 4,223 | -4.4% | 0.08% | -20.0% |
| Q2 2021 | $460,000 | +5.3% | 4,419 | +0.8% | 0.10% | -1.0% |
| Q1 2021 | $437,000 | +14.1% | 4,386 | +2.0% | 0.10% | +4.1% |
| Q4 2020 | $383,000 | +31.6% | 4,300 | +0.9% | 0.10% | +16.9% |
| Q3 2020 | $291,000 | +13.2% | 4,262 | +8.2% | 0.08% | +2.5% |
| Q2 2020 | $257,000 | +33.9% | 3,940 | +5.9% | 0.08% | +15.7% |
| Q1 2020 | $192,000 | -21.3% | 3,721 | +15.3% | 0.07% | -2.8% |
| Q4 2019 | $244,000 | +18.4% | 3,227 | +9.2% | 0.07% | +9.1% |
| Q3 2019 | $206,000 | – | 2,954 | – | 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% |