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 | $715,911 | -4.0% | 17,284 | +1.5% | 0.05% | -2.0% |
Q2 2023 | $745,726 | +5.2% | 17,026 | +0.7% | 0.05% | +2.1% |
Q1 2023 | $708,662 | +107436.0% | 16,901 | +3.8% | 0.05% | +4.3% |
Q4 2022 | $659 | -99.9% | 16,279 | +0.6% | 0.05% | -2.1% |
Q3 2022 | $611,000 | -2.9% | 16,175 | +0.3% | 0.05% | -2.1% |
Q2 2022 | $629,000 | -59.2% | 16,132 | -50.4% | 0.05% | -54.3% |
Q1 2022 | $1,540,000 | +85.3% | 32,506 | +300.4% | 0.10% | +78.0% |
Q4 2021 | $831,000 | – | 8,119 | – | 0.06% | – |
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% |