SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,205,404 | +0.1% | 53,245 | +5.9% | 3.02% | +2.8% |
| Q2 2023 | $2,202,986 | +11.1% | 50,296 | +6.4% | 2.94% | +11.1% |
| Q1 2023 | $1,982,607 | +12.4% | 47,284 | +8.6% | 2.65% | +5.3% |
| Q4 2022 | $1,764,582 | +9.3% | 43,559 | +2.0% | 2.52% | -1.3% |
| Q3 2022 | $1,614,000 | +28.9% | 42,691 | +32.9% | 2.55% | +30.0% |
| Q2 2022 | $1,252,000 | -13.1% | 32,111 | +5.5% | 1.96% | +2.7% |
| Q1 2022 | $1,441,000 | +8.1% | 30,424 | +133.7% | 1.91% | +11.2% |
| Q4 2021 | $1,333,000 | – | 13,018 | – | 1.72% | – |
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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% |