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 | $2,685,867 | -2.3% | 64,845 | +3.3% | 0.42% | +1.7% |
Q2 2023 | $2,748,876 | +2.7% | 62,760 | -1.7% | 0.42% | +0.2% |
Q1 2023 | $2,677,309 | +17.1% | 63,852 | +13.1% | 0.42% | +18.9% |
Q4 2022 | $2,287,024 | +1.3% | 56,456 | -5.5% | 0.35% | -6.9% |
Q3 2022 | $2,258,000 | +2.2% | 59,738 | +5.4% | 0.38% | +7.8% |
Q2 2022 | $2,210,000 | -14.5% | 56,694 | +3.9% | 0.35% | -2.8% |
Q1 2022 | $2,584,000 | +1074.5% | 54,556 | +2435.1% | 0.36% | +984.8% |
Q4 2021 | $220,000 | – | 2,152 | – | 0.03% | – |
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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% |