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 | $994,515 | +0.8% | 24,011 | +6.6% | 0.07% | +3.0% |
| Q2 2023 | $986,340 | +12.6% | 22,519 | +7.8% | 0.07% | +4.8% |
| Q1 2023 | $875,605 | +3.0% | 20,883 | -0.5% | 0.06% | -4.5% |
| Q4 2022 | $850,304 | +6.4% | 20,990 | -0.7% | 0.07% | 0.0% |
| Q3 2022 | $799,000 | +10.1% | 21,137 | +13.6% | 0.07% | +8.2% |
| Q2 2022 | $726,000 | +121.3% | 18,610 | +168.6% | 0.06% | +134.6% |
| Q1 2022 | $328,000 | +2633.3% | 6,929 | +3728.2% | 0.03% | +420.0% |
| Q3 2018 | $12,000 | – | 181 | – | 0.01% | – |
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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% |