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 | $427,494 | -5.4% | 10,321 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $452,058 | +76.6% | 10,321 | +69.1% | 0.03% | +50.0% |
| Q1 2023 | $255,981 | +4.2% | 6,105 | +0.7% | 0.02% | -4.3% |
| Q4 2022 | $245,570 | -99.9% | 6,062 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $229,142,000 | -4.7% | 6,062 | -1.8% | 0.02% | -4.3% |
| Q2 2022 | $240,567,000 | -16.5% | 6,170 | +1.5% | 0.02% | +4.5% |
| Q1 2022 | $287,994,000 | -6.7% | 6,081 | +101.7% | 0.02% | -8.3% |
| Q4 2021 | $308,785,000 | +3.0% | 3,015 | +0.7% | 0.02% | -7.7% |
| Q3 2021 | $299,748,000 | -3.9% | 2,994 | 0.0% | 0.03% | -16.1% |
| Q2 2021 | $311,965,000 | -0.4% | 2,994 | -4.7% | 0.03% | -24.4% |
| Q1 2021 | $313,211,000 | +8.2% | 3,142 | -3.4% | 0.04% | 0.0% |
| Q4 2020 | $289,471,000 | -17.0% | 3,252 | -36.3% | 0.04% | -29.3% |
| Q3 2020 | $348,637,000 | -34.2% | 5,103 | -37.1% | 0.06% | -38.3% |
| Q2 2020 | $529,777,000 | +7.2% | 8,108 | -15.5% | 0.09% | -13.8% |
| Q1 2020 | $494,283,000 | -31.2% | 9,594 | +1.0% | 0.11% | -10.7% |
| Q4 2019 | $718,277,000 | +32.4% | 9,496 | +25.5% | 0.12% | +32.6% |
| Q2 2019 | $542,478,000 | +7.0% | 7,564 | +4.4% | 0.09% | +5.7% |
| Q1 2019 | $506,783,000 | +27.4% | 7,247 | +10.5% | 0.09% | +13.0% |
| Q4 2018 | $397,818,000 | – | 6,556 | – | 0.08% | – |
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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% |