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 | $240 | -4.8% | 5,787 | +0.4% | 0.04% | -2.6% |
Q2 2023 | $252 | +4.1% | 5,763 | 0.0% | 0.04% | -5.0% |
Q1 2023 | $242 | +12.6% | 5,763 | +8.7% | 0.04% | +8.1% |
Q4 2022 | $215 | -99.9% | 5,300 | -1.8% | 0.04% | -7.5% |
Q3 2022 | $204,000 | +5.7% | 5,396 | +9.1% | 0.04% | +11.1% |
Q2 2022 | $193,000 | +50.8% | 4,946 | +82.8% | 0.04% | +71.4% |
Q1 2022 | $128,000 | +34.7% | 2,706 | +191.6% | 0.02% | +40.0% |
Q4 2021 | $95,000 | -9.5% | 928 | -11.9% | 0.02% | -21.1% |
Q3 2021 | $105,000 | -4.5% | 1,053 | +0.1% | 0.02% | -5.0% |
Q2 2021 | $110,000 | +4.8% | 1,052 | +0.1% | 0.02% | +5.3% |
Q1 2021 | $105,000 | +1650.0% | 1,051 | +1595.2% | 0.02% | +1800.0% |
Q4 2020 | $6,000 | +50.0% | 62 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $4,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $4,000 | +33.3% | 62 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $3,000 | -40.0% | 62 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $5,000 | – | 62 | – | 0.00% | – |
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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% |