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 | $54,421 | +22.6% | 1,314 | +29.7% | 0.01% | +16.7% |
| Q2 2023 | $44,391 | +2.4% | 1,013 | -2.0% | 0.01% | 0.0% |
| Q1 2023 | $43,366 | +25.8% | 1,034 | +21.5% | 0.01% | 0.0% |
| Q4 2022 | $34,479 | -50.7% | 851 | -42.0% | 0.01% | -50.0% |
| Q1 2022 | $70,000 | -6.7% | 1,468 | +100.0% | 0.01% | -14.3% |
| Q4 2021 | $75,000 | 0.0% | 734 | -2.3% | 0.01% | -17.6% |
| Q3 2021 | $75,000 | -1.3% | 751 | +2.7% | 0.02% | -10.5% |
| Q2 2021 | $76,000 | -16.5% | 731 | -19.8% | 0.02% | -26.9% |
| Q1 2021 | $91,000 | +13.8% | 912 | +1.8% | 0.03% | -3.7% |
| Q4 2020 | $80,000 | – | 896 | – | 0.03% | – |
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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% |