SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,064,517 | -2.8% | 49,843 | +2.7% | 0.01% | 0.0% |
| Q2 2023 | $2,124,822 | +7.3% | 48,512 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $1,980,327 | +60.1% | 47,229 | +54.7% | 0.01% | +60.0% |
| Q4 2022 | $1,236,912 | +17.7% | 30,534 | +9.9% | 0.01% | 0.0% |
| Q3 2022 | $1,051,000 | +25.0% | 27,796 | +28.8% | 0.01% | +25.0% |
| Q2 2022 | $841,000 | -23.7% | 21,581 | -7.3% | 0.00% | 0.0% |
| Q1 2022 | $1,102,000 | +1.8% | 23,272 | +120.3% | 0.00% | +33.3% |
| Q4 2021 | $1,082,000 | +209.1% | 10,565 | +202.5% | 0.00% | +200.0% |
| Q3 2021 | $350,000 | +6.1% | 3,492 | +10.1% | 0.00% | 0.0% |
| Q2 2021 | $330,000 | +153.8% | 3,172 | +144.2% | 0.00% | – |
| Q1 2021 | $130,000 | +4.8% | 1,299 | -7.0% | 0.00% | – |
| Q4 2020 | $124,000 | -46.3% | 1,397 | -58.8% | 0.00% | -100.0% |
| Q3 2020 | $231,000 | +413.3% | 3,388 | +393.2% | 0.00% | – |
| Q2 2020 | $45,000 | +9.8% | 687 | -14.2% | 0.00% | – |
| Q1 2020 | $41,000 | -42.3% | 801 | -14.6% | 0.00% | – |
| Q4 2019 | $71,000 | +7.6% | 938 | -0.2% | 0.00% | – |
| Q3 2019 | $66,000 | -1.5% | 940 | 0.0% | 0.00% | – |
| Q2 2019 | $67,000 | -15.2% | 940 | -17.0% | 0.00% | – |
| Q1 2019 | $79,000 | -7.1% | 1,133 | -19.2% | 0.00% | -100.0% |
| Q4 2018 | $85,000 | +129.7% | 1,402 | +190.3% | 0.00% | – |
| Q3 2018 | $37,000 | +2.8% | 483 | 0.0% | 0.00% | – |
| Q2 2018 | $36,000 | +71.4% | 483 | +56.8% | 0.00% | – |
| Q1 2018 | $21,000 | – | 308 | – | 0.00% | – |
Download | ||||||
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% |