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 | $536,804 | -5.4% | 12,960 | 0.0% | 0.05% | +2.1% |
| Q2 2023 | $567,648 | +4.5% | 12,960 | 0.0% | 0.05% | -4.0% |
| Q1 2023 | $543,413 | +3.5% | 12,960 | 0.0% | 0.05% | -3.8% |
| Q4 2022 | $525,010 | +4.8% | 12,960 | -2.3% | 0.05% | -3.7% |
| Q3 2022 | $501,000 | -3.1% | 13,260 | 0.0% | 0.05% | +25.6% |
| Q2 2022 | $517,000 | -9.5% | 13,260 | +10.0% | 0.04% | +7.5% |
| Q1 2022 | $571,000 | +2.1% | 12,060 | +120.9% | 0.04% | +8.1% |
| Q4 2021 | $559,000 | +5.3% | 5,460 | +2.8% | 0.04% | -5.1% |
| Q3 2021 | $531,000 | +1.3% | 5,310 | +5.6% | 0.04% | +2.6% |
| Q2 2021 | $524,000 | +6.3% | 5,030 | +1.6% | 0.04% | -2.6% |
| Q1 2021 | $493,000 | +7.9% | 4,950 | -3.5% | 0.04% | +2.6% |
| Q4 2020 | $457,000 | +106.8% | 5,132 | +58.8% | 0.04% | +90.0% |
| Q3 2020 | $221,000 | – | 3,232 | – | 0.02% | – |
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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% |