SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,427,002 | -3.4% | 34,452 | +2.2% | 0.42% | -5.0% |
| Q2 2023 | $1,476,498 | +9.5% | 33,710 | +4.8% | 0.44% | -0.2% |
| Q1 2023 | $1,348,301 | +3.5% | 32,156 | +0.0% | 0.44% | -1.8% |
| Q4 2022 | $1,302,397 | +29.9% | 32,150 | +21.2% | 0.45% | +20.5% |
| Q3 2022 | $1,003,000 | -3.8% | 26,534 | -0.9% | 0.38% | +1.1% |
| Q2 2022 | $1,043,000 | -8.3% | 26,763 | +11.4% | 0.37% | +11.7% |
| Q1 2022 | $1,137,000 | -8.5% | 24,014 | +97.9% | 0.33% | -0.9% |
| Q4 2021 | $1,243,000 | +2.9% | 12,135 | +0.6% | 0.34% | -5.9% |
| Q3 2021 | $1,208,000 | -2.3% | 12,065 | +1.6% | 0.36% | -5.3% |
| Q2 2021 | $1,237,000 | +4.4% | 11,874 | -0.1% | 0.38% | -8.1% |
| Q1 2021 | $1,185,000 | +15.7% | 11,889 | +3.3% | 0.41% | +10.2% |
| Q4 2020 | $1,024,000 | +44.4% | 11,507 | +6.0% | 0.37% | +20.8% |
| Q2 2020 | $709,000 | +33.3% | 10,856 | +5.1% | 0.31% | +10.4% |
| Q1 2020 | $532,000 | -31.6% | 10,334 | +0.5% | 0.28% | -13.1% |
| Q4 2019 | $778,000 | +11.1% | 10,282 | +2.5% | 0.32% | +3.9% |
| Q3 2019 | $700,000 | -2.9% | 10,034 | -0.5% | 0.31% | -4.9% |
| Q2 2019 | $721,000 | +2.9% | 10,086 | +0.6% | 0.32% | -8.2% |
| Q1 2019 | $701,000 | +15.7% | 10,025 | +0.3% | 0.35% | -5.4% |
| Q4 2018 | $606,000 | -34.1% | 9,993 | -17.2% | 0.37% | -22.3% |
| Q3 2018 | $919,000 | +17.1% | 12,066 | +13.1% | 0.48% | +4.6% |
| Q2 2018 | $785,000 | +23.4% | 10,667 | +16.0% | 0.46% | +19.2% |
| Q1 2018 | $636,000 | -4.5% | 9,198 | -0.0% | 0.38% | +9.4% |
| Q4 2017 | $666,000 | -13.6% | 9,200 | -18.6% | 0.35% | -16.8% |
| Q3 2017 | $771,000 | +60.0% | 11,306 | +49.9% | 0.42% | +44.9% |
| Q2 2017 | $482,000 | +15.9% | 7,542 | +14.1% | 0.29% | +16.8% |
| Q1 2017 | $416,000 | +11.2% | 6,611 | +9.3% | 0.25% | +3.3% |
| Q4 2016 | $374,000 | +412.3% | 6,047 | +370.6% | 0.24% | +404.2% |
| Q3 2016 | $73,000 | – | 1,285 | – | 0.05% | – |
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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% |