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 | $1,118,340 | -5.4% | 27,000 | 0.0% | 0.74% | -3.7% |
Q2 2023 | $1,182,600 | +4.5% | 27,000 | 0.0% | 0.77% | -0.8% |
Q1 2023 | $1,132,110 | -12.7% | 27,000 | -15.6% | 0.77% | -21.5% |
Q4 2022 | $1,296,320 | +7.1% | 32,000 | 0.0% | 0.98% | +3.9% |
Q3 2022 | $1,210,000 | -3.0% | 32,000 | 0.0% | 0.95% | +13.0% |
Q2 2022 | $1,248,000 | -17.7% | 32,000 | 0.0% | 0.84% | +14.5% |
Q1 2022 | $1,516,000 | -7.4% | 32,000 | +100.0% | 0.73% | +8.6% |
Q4 2021 | $1,638,000 | +2.2% | 16,000 | 0.0% | 0.67% | +2.6% |
Q3 2021 | $1,602,000 | -3.9% | 16,000 | 0.0% | 0.66% | +0.6% |
Q2 2021 | $1,667,000 | +4.5% | 16,000 | 0.0% | 0.65% | -0.8% |
Q1 2021 | $1,595,000 | +12.0% | 16,000 | 0.0% | 0.66% | +19.9% |
Q4 2020 | $1,424,000 | +49.0% | 16,000 | +14.3% | 0.55% | +24.5% |
Q3 2020 | $956,000 | +4.5% | 14,000 | 0.0% | 0.44% | -4.5% |
Q2 2020 | $915,000 | +51.7% | 14,000 | +19.7% | 0.46% | +16.7% |
Q1 2020 | $603,000 | -51.4% | 11,700 | -28.7% | 0.40% | -34.8% |
Q4 2019 | $1,240,000 | +41.7% | 16,400 | +30.7% | 0.61% | +30.5% |
Q3 2019 | $875,000 | -17.5% | 12,550 | -15.5% | 0.46% | -18.3% |
Q2 2019 | $1,061,000 | +68.7% | 14,850 | +65.0% | 0.57% | +1.6% |
Q1 2019 | $629,000 | +15.2% | 9,000 | 0.0% | 0.56% | -3.1% |
Q4 2018 | $546,000 | -86.8% | 9,000 | -88.0% | 0.58% | -60.7% |
Q4 2014 | $4,139,000 | +7.1% | 75,086 | -0.1% | 1.47% | +2.9% |
Q3 2014 | $3,864,000 | -8.6% | 75,166 | -2.6% | 1.43% | -7.8% |
Q2 2014 | $4,229,000 | -16.4% | 77,150 | -18.2% | 1.55% | -20.2% |
Q1 2014 | $5,057,000 | +23.5% | 94,350 | +20.9% | 1.94% | +20.5% |
Q4 2013 | $4,096,000 | -8.2% | 78,010 | -15.7% | 1.61% | -15.2% |
Q3 2013 | $4,463,000 | -2.9% | 92,565 | -11.4% | 1.90% | -2.5% |
Q2 2013 | $4,597,000 | – | 104,505 | – | 1.95% | – |
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% |