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 | $22 | -4.3% | 536 | 0.0% | 0.00% | – |
Q2 2023 | $23 | +4.5% | 536 | 0.0% | 0.00% | – |
Q1 2023 | $22 | 0.0% | 536 | 0.0% | 0.00% | – |
Q4 2022 | $22 | -99.9% | 536 | 0.0% | 0.00% | – |
Q3 2022 | $20,000 | -4.8% | 536 | 0.0% | 0.00% | – |
Q2 2022 | $21,000 | -16.0% | 536 | 0.0% | 0.00% | – |
Q1 2022 | $25,000 | -53.7% | 536 | 0.0% | 0.00% | – |
Q4 2021 | $54,000 | +100.0% | 536 | +100.0% | 0.00% | – |
Q3 2021 | $27,000 | -95.4% | 268 | -95.2% | 0.00% | – |
Q2 2021 | $581,000 | – | 5,576 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |