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 | $299,094 | +94251.4% | 7,221 | -0.2% | 0.14% | -2.1% |
| Q2 2023 | $317 | +0.6% | 7,233 | -3.7% | 0.14% | -6.6% |
| Q1 2023 | $315 | +3.6% | 7,508 | 0.0% | 0.15% | -3.8% |
| Q4 2022 | $304 | -99.9% | 7,508 | -0.2% | 0.16% | +6.8% |
| Q3 2022 | $284,000 | -3.4% | 7,520 | -0.3% | 0.15% | +1.4% |
| Q2 2022 | $294,000 | -17.6% | 7,546 | 0.0% | 0.14% | +0.7% |
| Q1 2022 | $357,000 | -7.5% | 7,546 | +100.0% | 0.14% | 0.0% |
| Q4 2021 | $386,000 | +2.1% | 3,773 | 0.0% | 0.14% | -10.0% |
| Q3 2021 | $378,000 | +2.7% | 3,773 | 0.0% | 0.16% | +6.0% |
| Q2 2021 | $368,000 | -1.9% | 3,773 | +0.4% | 0.15% | -17.0% |
| Q1 2021 | $375,000 | +7.4% | 3,759 | -4.2% | 0.18% | +1.7% |
| Q4 2020 | $349,000 | +2.0% | 3,924 | -3.9% | 0.18% | -1.1% |
| Q3 2020 | $342,000 | +28.6% | 4,082 | +0.2% | 0.18% | +9.7% |
| Q2 2020 | $266,000 | -2.6% | 4,072 | -11.8% | 0.16% | -10.3% |
| Q1 2020 | $273,000 | -21.3% | 4,618 | +0.6% | 0.18% | -18.6% |
| Q4 2019 | $347,000 | +13.4% | 4,592 | +4.6% | 0.23% | +3.7% |
| Q3 2019 | $306,000 | -8.9% | 4,388 | -6.3% | 0.22% | -11.0% |
| Q2 2019 | $336,000 | -1.2% | 4,683 | -3.8% | 0.24% | -7.5% |
| Q1 2019 | $340,000 | +15.3% | 4,868 | +0.0% | 0.26% | +3.1% |
| Q4 2018 | $295,000 | -7.2% | 4,867 | +1.0% | 0.26% | +15.2% |
| Q3 2018 | $318,000 | -5.6% | 4,819 | +7.9% | 0.22% | +3.2% |
| Q2 2018 | $337,000 | +11.2% | 4,468 | +2.1% | 0.22% | +1.9% |
| Q1 2018 | $303,000 | +2.7% | 4,377 | +3.6% | 0.21% | -9.8% |
| Q4 2017 | $295,000 | – | 4,226 | – | 0.24% | – |
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% |