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 | $1,785 | -45.1% | 43,085 | -44.5% | 1.07% | -59.0% |
| Q1 2023 | $3,254 | -7.2% | 77,598 | -10.4% | 2.62% | +7.0% |
| Q4 2022 | $3,507 | -99.9% | 86,561 | +6.2% | 2.45% | -9.8% |
| Q3 2022 | $3,081,000 | -10.4% | 81,520 | -7.6% | 2.72% | +12.7% |
| Q2 2022 | $3,440,000 | -11.5% | 88,228 | +7.6% | 2.41% | -9.6% |
| Q1 2022 | $3,885,000 | -2.0% | 82,028 | +111.9% | 2.66% | +0.8% |
| Q4 2021 | $3,964,000 | +9.8% | 38,707 | +11.7% | 2.64% | -19.7% |
| Q2 2021 | $3,611,000 | +6.5% | 34,665 | +1.9% | 3.29% | +26.0% |
| Q1 2021 | $3,392,000 | -3.7% | 34,032 | -14.0% | 2.61% | -5.5% |
| Q4 2020 | $3,523,000 | – | 39,583 | – | 2.76% | – |
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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% |