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 | $1,197,424 | +0.3% | 28,909 | +6.1% | 0.06% | +1.7% |
| Q2 2023 | $1,193,739 | +9.1% | 27,254 | +4.5% | 0.06% | -3.2% |
| Q1 2023 | $1,093,765 | +6.8% | 26,085 | +3.2% | 0.06% | +1.6% |
| Q4 2022 | $1,024,007 | -23.5% | 25,278 | -28.6% | 0.06% | -21.8% |
| Q3 2022 | $1,338,000 | +2.6% | 35,386 | +5.8% | 0.08% | +2.6% |
| Q2 2022 | $1,304,000 | -15.2% | 33,441 | +3.0% | 0.08% | +5.6% |
| Q1 2022 | $1,538,000 | +9.2% | 32,480 | +136.0% | 0.07% | +7.5% |
| Q4 2021 | $1,409,000 | +24.5% | 13,760 | +21.6% | 0.07% | +15.5% |
| Q3 2021 | $1,132,000 | +36.2% | 11,313 | +41.8% | 0.06% | +34.9% |
| Q2 2021 | $831,000 | +218.4% | 7,978 | +204.5% | 0.04% | +186.7% |
| Q1 2021 | $261,000 | – | 2,620 | – | 0.02% | – |
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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% |