SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,448 | -2.7% | 13,893 | +2.9% | 0.24% | -5.9% |
| Q2 2023 | $591,431 | +4.5% | 13,503 | 0.0% | 0.25% | -7.3% |
| Q1 2023 | $566,181 | +4.9% | 13,503 | +6.5% | 0.27% | -3.9% |
| Q4 2022 | $539,786 | +110.0% | 12,677 | +86.5% | 0.28% | +100.7% |
| Q3 2022 | $257,000 | +0.8% | 6,799 | +3.8% | 0.14% | +5.2% |
| Q2 2022 | $255,000 | -17.7% | 6,552 | 0.0% | 0.14% | +2.3% |
| Q1 2022 | $310,000 | -7.7% | 6,552 | +99.9% | 0.13% | +14.8% |
| Q4 2021 | $336,000 | -2.0% | 3,277 | 0.0% | 0.12% | -24.8% |
| Q3 2021 | $343,000 | +0.3% | 3,277 | -1.0% | 0.15% | -8.9% |
| Q2 2021 | $342,000 | -4.2% | 3,310 | -56.3% | 0.17% | -63.5% |
| Q1 2020 | $357,000 | -38.8% | 7,578 | -1.7% | 0.46% | -16.8% |
| Q4 2019 | $583,000 | – | 7,709 | – | 0.55% | – |
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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% |