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 | $64,972,661 | -27.0% | 1,568,620 | -22.7% | 0.10% | -40.0% |
Q2 2023 | $89,009,836 | -3.2% | 2,029,227 | -7.9% | 0.16% | -7.5% |
Q1 2023 | $91,984,264 | +3.3% | 2,202,215 | +0.2% | 0.17% | -3.9% |
Q4 2022 | $89,057,433 | +11.0% | 2,198,405 | +3.6% | 0.18% | -1.6% |
Q3 2022 | $80,211,000 | -6.7% | 2,121,994 | -3.6% | 0.18% | -3.7% |
Q2 2022 | $85,944,000 | +6.1% | 2,200,459 | +9.7% | 0.19% | +21.0% |
Q1 2022 | $81,031,000 | -10.9% | 2,005,469 | +126.0% | 0.16% | -8.7% |
Q4 2021 | $90,979,000 | +9.1% | 887,285 | +6.8% | 0.17% | -1.1% |
Q3 2021 | $83,388,000 | -14.4% | 830,924 | -11.0% | 0.17% | -17.5% |
Q2 2021 | $97,457,000 | +10.3% | 933,441 | +5.4% | 0.21% | -0.9% |
Q1 2021 | $88,377,000 | +80.2% | 885,556 | +60.8% | 0.21% | +62.6% |
Q4 2020 | $49,044,000 | +35.2% | 550,643 | +3.5% | 0.13% | +20.2% |
Q3 2020 | $36,288,000 | +30.7% | 531,952 | +25.7% | 0.11% | +17.2% |
Q2 2020 | $27,758,000 | +61.8% | 423,075 | -89.0% | 0.09% | +32.9% |
Q1 2020 | $17,154,000 | – | 3,849,599 | – | 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% |