SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,045,690 | -3.9% | 25,246 | +1.6% | 0.25% | -1.2% |
| Q2 2023 | $1,088,255 | +4.7% | 24,846 | +0.2% | 0.25% | -1.6% |
| Q1 2023 | $1,039,697 | +106864.7% | 24,796 | +3.3% | 0.25% | +5.0% |
| Q4 2022 | $972 | -99.9% | 24,006 | +0.4% | 0.24% | +0.4% |
| Q3 2022 | $904,000 | -51.5% | 23,906 | -50.0% | 0.24% | +9.5% |
| Q2 2022 | $1,862,000 | +63.2% | 47,772 | +98.3% | 0.22% | -9.8% |
| Q1 2022 | $1,141,000 | -6.7% | 24,086 | +101.7% | 0.24% | -3.2% |
| Q4 2021 | $1,223,000 | +8.1% | 11,943 | +5.7% | 0.25% | +0.4% |
| Q3 2021 | $1,131,000 | +6.5% | 11,298 | +10.8% | 0.25% | +5.5% |
| Q2 2021 | $1,062,000 | +6.5% | 10,198 | +1.9% | 0.24% | +0.8% |
| Q1 2021 | $997,000 | +22.8% | 10,008 | +9.7% | 0.24% | +14.0% |
| Q4 2020 | $812,000 | +245.5% | 9,123 | +165.6% | 0.21% | +200.0% |
| Q3 2020 | $235,000 | -30.5% | 3,435 | -28.9% | 0.07% | -37.3% |
| Q1 2019 | $338,000 | +18.6% | 4,829 | +3.0% | 0.11% | +5.8% |
| Q4 2018 | $285,000 | -20.2% | 4,689 | 0.0% | 0.10% | -10.3% |
| Q3 2018 | $357,000 | +5.9% | 4,689 | +2.5% | 0.12% | -1.7% |
| Q2 2018 | $337,000 | +10.9% | 4,574 | +4.1% | 0.12% | +7.3% |
| Q1 2018 | $304,000 | – | 4,394 | – | 0.11% | – |
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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% |