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 | $10,189 | -5.4% | 246 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,775 | -77.1% | 246 | -78.1% | 0.00% | -75.0% |
| Q1 2023 | $47,129 | +52.0% | 1,124 | +272.2% | 0.01% | +33.3% |
| Q4 2021 | $31,000 | +342.9% | 302 | +331.4% | 0.01% | +500.0% |
| Q3 2021 | $7,000 | +16.7% | 70 | +27.3% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -79.2% | 55 | -88.4% | 0.00% | -88.9% |
| Q1 2020 | $24,000 | +118.2% | 473 | +224.0% | 0.01% | +125.0% |
| Q4 2019 | $11,000 | +10.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -28.6% | 146 | -25.1% | 0.00% | -33.3% |
| Q2 2019 | $14,000 | +133.3% | 195 | +167.1% | 0.01% | +100.0% |
| Q3 2018 | $6,000 | +20.0% | 73 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | – | 73 | – | 0.00% | – |
Download | ||||||
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% |