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 | $546,199 | +5.7% | 13,187 | +11.8% | 0.06% | +7.5% |
| Q2 2023 | $516,787 | +52.7% | 11,799 | -47.8% | 0.05% | +178.9% |
| Q1 2023 | $338,478 | -76.2% | 22,607 | -35.6% | 0.02% | -70.3% |
| Q4 2022 | $1,422,595 | +171.5% | 35,117 | +153.2% | 0.06% | +106.5% |
| Q3 2022 | $524,000 | -7.1% | 13,869 | -2.9% | 0.03% | -38.0% |
| Q2 2022 | $564,000 | -60.6% | 14,290 | -52.7% | 0.05% | -38.3% |
| Q1 2022 | $1,432,000 | +4.4% | 30,234 | +125.9% | 0.08% | -30.2% |
| Q4 2021 | $1,371,000 | +92.3% | 13,385 | +87.1% | 0.12% | +103.5% |
| Q1 2021 | $713,000 | 0.0% | 7,153 | -10.7% | 0.06% | -13.6% |
| Q4 2020 | $713,000 | – | 8,010 | – | 0.07% | – |
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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% |