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 | $1,782,813 | +0.6% | 44,371 | +9.6% | 0.09% | +3.4% |
| Q2 2023 | $1,772,716 | +12.9% | 40,473 | +4.2% | 0.09% | +4.8% |
| Q1 2023 | $1,569,711 | +25.2% | 38,825 | +25.4% | 0.08% | -3.5% |
| Q4 2022 | $1,254,263 | -6.5% | 30,962 | -3.4% | 0.09% | -15.7% |
| Q3 2022 | $1,341,000 | +19.7% | 32,055 | +11.6% | 0.10% | +13.3% |
| Q2 2022 | $1,120,000 | -1.8% | 28,734 | +2.7% | 0.09% | 0.0% |
| Q1 2022 | $1,141,000 | +51.9% | 27,984 | +273.1% | 0.09% | +21.6% |
| Q3 2021 | $751,000 | +10.3% | 7,501 | +14.8% | 0.07% | +5.7% |
| Q2 2021 | $681,000 | +45.8% | 6,535 | +39.6% | 0.07% | +27.3% |
| Q1 2021 | $467,000 | +89.8% | 4,681 | +69.1% | 0.06% | +77.4% |
| Q4 2020 | $246,000 | +125.7% | 2,769 | +73.1% | 0.03% | +93.8% |
| Q3 2020 | $109,000 | -37.7% | 1,600 | -40.3% | 0.02% | -42.9% |
| Q2 2020 | $175,000 | +29.6% | 2,678 | +1.9% | 0.03% | +7.7% |
| Q1 2020 | $135,000 | -29.7% | 2,627 | +3.5% | 0.03% | -10.3% |
| Q4 2019 | $192,000 | +22.3% | 2,537 | +12.8% | 0.03% | +11.5% |
| Q3 2019 | $157,000 | +28.7% | 2,250 | +31.7% | 0.03% | +13.0% |
| Q2 2019 | $122,000 | +430.4% | 1,709 | +422.6% | 0.02% | +283.3% |
| Q1 2019 | $23,000 | -42.5% | 327 | -50.6% | 0.01% | -40.0% |
| Q4 2018 | $40,000 | -16.7% | 662 | +6.1% | 0.01% | -9.1% |
| Q3 2018 | $48,000 | +50.0% | 624 | +43.4% | 0.01% | +37.5% |
| Q2 2018 | $32,000 | +6.7% | 435 | +0.2% | 0.01% | 0.0% |
| Q1 2018 | $30,000 | +1400.0% | 434 | +1346.7% | 0.01% | +700.0% |
| Q4 2017 | $2,000 | – | 30 | – | 0.00% | – |
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% |