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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,509,839 | -25.6% | 37,033 | -24.5% | 0.27% | -27.2% |
| Q4 2022 | $2,028,748 | +113.8% | 49,039 | +106.0% | 0.37% | +94.8% |
| Q3 2022 | $949,000 | +37.7% | 23,807 | +35.9% | 0.19% | +41.5% |
| Q2 2022 | $689,000 | -61.6% | 17,520 | -36.1% | 0.14% | -57.5% |
| Q2 2020 | $1,792,000 | +88.6% | 27,428 | +48.7% | 0.32% | -27.7% |
| Q1 2020 | $950,000 | -30.1% | 18,449 | +2.7% | 0.44% | -28.7% |
| Q4 2019 | $1,359,000 | +5.3% | 17,972 | -2.8% | 0.62% | +1.1% |
| Q3 2019 | $1,290,000 | -16.7% | 18,499 | -14.6% | 0.61% | -17.1% |
| Q2 2019 | $1,549,000 | -4.6% | 21,664 | -6.7% | 0.74% | -17.2% |
| Q1 2019 | $1,624,000 | +10.6% | 23,224 | -4.0% | 0.89% | -4.4% |
| Q4 2018 | $1,469,000 | – | 24,203 | – | 0.93% | – |
Download | ||||||
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% |