SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $21,373 | +4.0% | 516 | +10.0% | 0.01% | +20.0% |
| Q2 2023 | $20,542 | +27.3% | 469 | +21.8% | 0.01% | 0.0% |
| Q1 2023 | $16,143 | +3.5% | 385 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $15,596 | +4.0% | 385 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $15,000 | +7.1% | 385 | +8.8% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | +7.7% | 354 | +31.1% | 0.01% | +25.0% |
| Q1 2022 | $13,000 | -7.1% | 270 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 135 | +9.8% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -25.0% | 123 | -22.2% | 0.00% | -20.0% |
| Q2 2021 | $16,000 | +300.0% | 158 | +338.9% | 0.01% | +400.0% |
| Q1 2021 | $4,000 | +33.3% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 36 | +2.9% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | +100.0% | 35 | +105.9% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -99.7% | 17 | -99.6% | 0.00% | -100.0% |
| Q4 2019 | $355,000 | +8.6% | 4,697 | +0.0% | 0.13% | +4.8% |
| Q3 2019 | $327,000 | -2.7% | 4,696 | 0.0% | 0.12% | -4.6% |
| Q2 2019 | $336,000 | +2.4% | 4,696 | 0.0% | 0.13% | +2.4% |
| Q1 2019 | $328,000 | – | 4,696 | – | 0.13% | – |
Download | ||||||
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% |