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 | $8,781 | -5.4% | 212 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $9,286 | +4.5% | 212 | 0.0% | 0.01% | -16.7% |
Q1 2023 | $8,889 | +3.5% | 212 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $8,588 | +7.4% | 212 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $8,000 | -46.7% | 212 | -43.0% | 0.01% | -40.0% |
Q2 2022 | $15,000 | -16.7% | 372 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $18,000 | -5.3% | 372 | +100.0% | 0.01% | +42.9% |
Q4 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $19,000 | +11.8% | 186 | 0.0% | 0.01% | +14.3% |
Q4 2020 | $17,000 | +21.4% | 186 | -6.1% | 0.01% | 0.0% |
Q3 2020 | $14,000 | 0.0% | 198 | -6.2% | 0.01% | -12.5% |
Q2 2020 | $14,000 | +27.3% | 211 | 0.0% | 0.01% | -11.1% |
Q1 2020 | $11,000 | +10.0% | 211 | +67.5% | 0.01% | +12.5% |
Q4 2019 | $10,000 | – | 126 | – | 0.01% | – |
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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% |