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 | $39,349 | -5.4% | 950 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $41,610 | -34.5% | 950 | -37.3% | 0.03% | -38.6% |
| Q1 2023 | $63,482 | +3.5% | 1,514 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $61,332 | +7.6% | 1,514 | 0.0% | 0.04% | -2.2% |
| Q3 2022 | $57,000 | -3.4% | 1,514 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $59,000 | -18.1% | 1,514 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $72,000 | -7.7% | 1,514 | +100.0% | 0.04% | -2.2% |
| Q4 2021 | $78,000 | +2.6% | 757 | 0.0% | 0.05% | -8.0% |
| Q3 2021 | $76,000 | -3.8% | 757 | 0.0% | 0.05% | -7.4% |
| Q2 2021 | $79,000 | +5.3% | 757 | 0.0% | 0.05% | +31.7% |
| Q1 2021 | $75,000 | +11.9% | 757 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $67,000 | +28.8% | 757 | 0.0% | 0.04% | +14.7% |
| Q3 2020 | $52,000 | +6.1% | 757 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $49,000 | – | 757 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |