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 | $262,023 | -5.4% | 6,326 | 0.0% | 0.04% | +13.9% |
| Q2 2023 | $277,079 | +4.5% | 6,326 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $265,249 | +3.5% | 6,326 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $256,266 | +7.2% | 6,326 | +0.1% | 0.04% | +2.9% |
| Q3 2022 | $239,000 | -2.8% | 6,321 | +0.1% | 0.03% | +3.0% |
| Q2 2022 | $246,000 | -17.7% | 6,314 | +0.1% | 0.03% | -5.7% |
| Q1 2022 | $299,000 | -7.4% | 6,310 | +100.0% | 0.04% | 0.0% |
| Q4 2021 | $323,000 | +1.3% | 3,155 | -1.0% | 0.04% | +9.4% |
| Q3 2021 | $319,000 | -2.7% | 3,186 | +1.1% | 0.03% | -13.5% |
| Q2 2021 | $328,000 | +4.5% | 3,150 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $314,000 | +12.1% | 3,150 | 0.0% | 0.04% | -14.6% |
| Q4 2020 | $280,000 | +30.2% | 3,150 | 0.0% | 0.04% | +46.4% |
| Q3 2020 | $215,000 | – | 3,150 | – | 0.03% | – |
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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% |