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 | $28,166 | +48.0% | 680 | +56.7% | 0.00% | – |
| Q2 2023 | $19,025 | +4.5% | 434 | 0.0% | 0.00% | – |
| Q1 2023 | $18,211 | +3.5% | 434 | 0.0% | 0.00% | – |
| Q4 2022 | $17,592 | +10.0% | 434 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -78.4% | 434 | -77.0% | 0.00% | -100.0% |
| Q2 2022 | $74,000 | +252.4% | 1,886 | +334.6% | 0.00% | – |
| Q1 2022 | $21,000 | -4.5% | 434 | +100.0% | 0.00% | – |
| Q4 2021 | $22,000 | 0.0% | 217 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $22,000 | -4.3% | 217 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -36.1% | 217 | -40.2% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | +89.5% | 363 | +72.9% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | +35.7% | 210 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | +27.3% | 210 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -31.2% | 210 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $16,000 | -50.0% | 210 | -54.3% | 0.00% | 0.0% |
| Q3 2019 | $32,000 | +113.3% | 460 | +119.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | – | 210 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |