SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,511 | -5.4% | 27,487 | +0.0% | 0.27% | -8.1% |
| Q2 2023 | $1,203,863 | -3.9% | 27,485 | -8.1% | 0.30% | -11.8% |
| Q1 2023 | $1,253,356 | +3.4% | 29,892 | -0.1% | 0.34% | -8.6% |
| Q4 2022 | $1,212,013 | +326.8% | 29,919 | +398.6% | 0.37% | +242.6% |
| Q1 2022 | $284,000 | -31.1% | 6,001 | +49.2% | 0.11% | -30.8% |
| Q4 2021 | $412,000 | -95.4% | 4,021 | -95.5% | 0.16% | -91.6% |
| Q3 2021 | $8,985,000 | -6.4% | 89,759 | -2.6% | 1.86% | -4.5% |
| Q2 2021 | $9,598,000 | +14.5% | 92,129 | +9.6% | 1.95% | +3.1% |
| Q1 2021 | $8,381,000 | – | 84,092 | – | 1.89% | – |
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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% |