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 | $131,716 | -5.4% | 3,180 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $139,284 | -22.6% | 3,180 | -25.9% | 0.03% | -26.3% |
| Q1 2023 | $179,880 | -1.1% | 4,290 | -4.5% | 0.04% | -7.3% |
| Q4 2022 | $181,890 | +7.0% | 4,490 | 0.0% | 0.04% | -2.4% |
| Q3 2022 | $170,000 | -2.9% | 4,490 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $175,000 | -17.8% | 4,490 | 0.0% | 0.04% | -6.7% |
| Q1 2022 | $213,000 | -25.3% | 4,490 | +61.5% | 0.04% | -22.4% |
| Q4 2021 | $285,000 | +6.3% | 2,780 | +3.7% | 0.06% | -1.7% |
| Q3 2021 | $268,000 | -48.1% | 2,680 | -45.9% | 0.06% | -46.8% |
| Q2 2021 | $516,000 | +1.8% | 4,950 | -2.8% | 0.11% | -9.8% |
| Q1 2021 | $507,000 | +7.4% | 5,090 | -4.1% | 0.12% | 0.0% |
| Q4 2020 | $472,000 | +20.4% | 5,305 | -7.5% | 0.12% | +5.1% |
| Q3 2020 | $392,000 | +0.3% | 5,735 | -4.1% | 0.12% | -9.3% |
| Q2 2020 | $391,000 | +11.7% | 5,980 | -12.1% | 0.13% | -1.5% |
| Q1 2020 | $350,000 | -34.0% | 6,800 | -2.9% | 0.13% | -21.6% |
| Q4 2019 | $530,000 | -3.8% | 7,005 | -11.4% | 0.17% | -11.2% |
| Q3 2019 | $551,000 | +14.3% | 7,905 | +17.2% | 0.19% | +10.6% |
| Q2 2019 | $482,000 | +33.9% | 6,745 | +30.8% | 0.17% | +28.8% |
| Q1 2019 | $360,000 | +35.3% | 5,155 | +17.4% | 0.13% | +23.4% |
| Q4 2018 | $266,000 | – | 4,390 | – | 0.11% | – |
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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% |