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 | $45,645 | -30.8% | 1,102 | -26.8% | 0.00% | -42.9% |
| Q2 2023 | $65,915 | +47.9% | 1,505 | +41.6% | 0.01% | +40.0% |
| Q1 2023 | $44,572 | +53.9% | 1,063 | +48.7% | 0.01% | +25.0% |
| Q4 2022 | $28,965 | +382.8% | 715 | +373.5% | 0.00% | +300.0% |
| Q2 2022 | $6,000 | -33.3% | 151 | -16.1% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | +350.0% | 180 | +1100.0% | 0.00% | – |
| Q4 2021 | $2,000 | -100.0% | 15 | -91.8% | 0.00% | -100.0% |
| Q1 2021 | $18,240,000 | +227900.0% | 183 | +63.4% | 0.00% | +200.0% |
| Q4 2019 | $8,000 | – | 112 | – | 0.00% | – |
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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% |