SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,248 | -3.7% | 30,124 | +1.8% | 0.53% | +1.7% |
| Q2 2023 | $1,296 | +5.7% | 29,587 | +1.2% | 0.52% | +0.8% |
| Q1 2023 | $1,226 | +3.5% | 29,245 | +0.1% | 0.51% | -2.3% |
| Q4 2022 | $1,184 | -99.9% | 29,218 | +3.6% | 0.53% | +5.4% |
| Q3 2022 | $1,066,000 | -2.2% | 28,202 | +11.4% | 0.50% | +13.4% |
| Q2 2022 | $1,090,000 | -10.1% | 25,310 | -1.2% | 0.44% | -0.7% |
| Q1 2022 | $1,213,000 | -4.3% | 25,623 | +106.9% | 0.44% | -2.4% |
| Q4 2021 | $1,268,000 | +4.2% | 12,386 | +1.9% | 0.45% | +0.4% |
| Q3 2021 | $1,217,000 | -3.3% | 12,155 | +0.6% | 0.45% | -3.4% |
| Q2 2021 | $1,259,000 | -2.7% | 12,084 | -6.9% | 0.47% | +4.2% |
| Q1 2021 | $1,294,000 | +20.6% | 12,985 | +7.7% | 0.45% | +6.7% |
| Q4 2020 | $1,073,000 | +47.0% | 12,053 | +12.9% | 0.42% | +27.2% |
| Q3 2020 | $730,000 | – | 10,680 | – | 0.33% | – |
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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% |