SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 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 ↓ |
|---|---|---|---|
| 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% |