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 | $796,111 | +186.6% | 19,221 | +203.0% | 0.02% | +35.3% |
| Q2 2023 | $277,813 | +50.0% | 6,343 | +43.6% | 0.02% | +30.8% |
| Q1 2023 | $185,177 | -8.0% | 4,416 | -11.1% | 0.01% | -18.8% |
| Q4 2022 | $201,349 | +37.9% | 4,970 | +28.3% | 0.02% | +23.1% |
| Q3 2022 | $146,000 | +7.4% | 3,874 | +10.7% | 0.01% | +18.2% |
| Q2 2022 | $136,000 | +86.3% | 3,498 | +126.1% | 0.01% | +120.0% |
| Q1 2022 | $73,000 | +2.8% | 1,547 | +123.2% | 0.01% | 0.0% |
| Q4 2021 | $71,000 | +97.2% | 693 | +90.4% | 0.01% | +66.7% |
| Q3 2021 | $36,000 | +100.0% | 364 | +111.6% | 0.00% | +200.0% |
| Q2 2021 | $18,000 | +5.9% | 172 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 172 | -8.0% | 0.00% | -50.0% |
| Q4 2020 | $17,000 | +41.7% | 187 | +6.9% | 0.00% | +100.0% |
| Q3 2020 | $12,000 | +9.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -98.2% | 175 | -98.6% | 0.00% | -98.9% |
| Q1 2020 | $627,000 | -43.1% | 12,175 | -32.9% | 0.09% | -46.8% |
| Q4 2018 | $1,101,000 | – | 18,139 | – | 0.17% | – |
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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% |