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 | $1,833,829 | -12.7% | 44,274 | -7.7% | 1.09% | -10.6% |
| Q2 2023 | $2,101,655 | +7.8% | 47,983 | +3.2% | 1.22% | +1.2% |
| Q1 2023 | $1,949,451 | +2.2% | 46,493 | -1.3% | 1.20% | -7.5% |
| Q4 2022 | $1,908,062 | +4.4% | 47,101 | -2.5% | 1.30% | +3.6% |
| Q3 2022 | $1,827,000 | -0.8% | 48,324 | +2.3% | 1.26% | -4.1% |
| Q2 2022 | $1,842,000 | -12.8% | 47,255 | +5.9% | 1.31% | -2.2% |
| Q1 2022 | $2,113,000 | +0.6% | 44,611 | +117.4% | 1.34% | +4.0% |
| Q4 2021 | $2,101,000 | +5.9% | 20,518 | +3.5% | 1.29% | -1.0% |
| Q3 2021 | $1,984,000 | +1.5% | 19,823 | +5.6% | 1.30% | +8.2% |
| Q2 2021 | $1,955,000 | +5.6% | 18,763 | +1.0% | 1.20% | +0.6% |
| Q1 2021 | $1,851,000 | +13.4% | 18,576 | +1.3% | 1.20% | +7.2% |
| Q4 2020 | $1,632,000 | +30.2% | 18,342 | +0.0% | 1.12% | +10.5% |
| Q3 2020 | $1,253,000 | -4.4% | 18,333 | -8.5% | 1.01% | -6.9% |
| Q2 2020 | $1,310,000 | +89.3% | 20,046 | +119.0% | 1.08% | +52.0% |
| Q4 2019 | $692,000 | – | 9,153 | – | 0.71% | – |
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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% |