SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,541,563 | -1.4% | 133,790 | +4.3% | 2.70% | +1.7% |
| Q2 2023 | $5,619,892 | +14.1% | 128,308 | +9.3% | 2.65% | +1.0% |
| Q1 2023 | $4,923,732 | +18.9% | 117,427 | +14.8% | 2.63% | +7.3% |
| Q4 2022 | $4,142,418 | +17.3% | 102,257 | +9.5% | 2.45% | +8.4% |
| Q3 2022 | $3,531,000 | +2.6% | 93,424 | +5.8% | 2.26% | +6.7% |
| Q2 2022 | $3,443,000 | -16.1% | 88,295 | +1.9% | 2.12% | -6.8% |
| Q1 2022 | $4,105,000 | -20.8% | 86,679 | +71.3% | 2.27% | -16.5% |
| Q4 2021 | $5,182,000 | +28.0% | 50,607 | +25.1% | 2.72% | +18.5% |
| Q3 2021 | $4,048,000 | -1.4% | 40,444 | +2.6% | 2.30% | -3.9% |
| Q2 2021 | $4,107,000 | +8.5% | 39,418 | +3.8% | 2.39% | -0.2% |
| Q1 2021 | $3,785,000 | -11.9% | 37,978 | -21.3% | 2.39% | -17.4% |
| Q4 2020 | $4,296,000 | – | 48,275 | – | 2.90% | – |
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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% |