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 | $5,807,549 | -19.7% | 140,210 | -15.1% | 0.12% | -28.6% |
Q2 2023 | $7,235,524 | +1.7% | 165,194 | -2.7% | 0.17% | -2.3% |
Q1 2023 | $7,117,812 | +7.3% | 169,753 | +3.7% | 0.17% | +0.6% |
Q4 2022 | $6,633,483 | +4.8% | 163,748 | -2.2% | 0.17% | 0.0% |
Q3 2022 | $6,331,000 | -3.0% | 167,510 | +0.1% | 0.17% | +2.4% |
Q2 2022 | $6,524,000 | -13.4% | 167,321 | +5.2% | 0.17% | +1.2% |
Q1 2022 | $7,534,000 | -25.2% | 159,096 | +61.7% | 0.16% | -17.5% |
Q4 2021 | $10,074,000 | – | 98,379 | – | 0.20% | – |
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% |