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 | $245,082 | -21.7% | 5,917 | -17.2% | 0.01% | -25.0% |
| Q2 2023 | $312,863 | +26.1% | 7,143 | +20.7% | 0.02% | +23.1% |
| Q1 2023 | $248,100 | -72.2% | 5,917 | -73.2% | 0.01% | -75.5% |
| Q4 2022 | $893,266 | +251.7% | 22,051 | +227.8% | 0.05% | +231.2% |
| Q3 2022 | $254,000 | -3.1% | 6,726 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $262,000 | -26.0% | 6,726 | -9.9% | 0.02% | -5.6% |
| Q1 2022 | $354,000 | -42.6% | 7,468 | +24.0% | 0.02% | -41.9% |
| Q4 2021 | $617,000 | – | 6,025 | – | 0.03% | – |
Download | ||||||
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% |