SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $229,919 | -5.9% | 5,550 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $244,325 | +2.0% | 5,578 | -2.3% | 0.01% | -7.7% |
| Q1 2023 | $239,458 | +4.3% | 5,711 | +0.8% | 0.01% | +8.3% |
| Q4 2022 | $229,582 | +11.4% | 5,667 | +3.7% | 0.01% | +20.0% |
| Q3 2022 | $206,000 | -10.4% | 5,464 | -7.5% | 0.01% | -9.1% |
| Q2 2022 | $230,000 | -11.2% | 5,910 | +8.2% | 0.01% | -21.4% |
| Q1 2022 | $259,000 | -7.5% | 5,460 | +100.0% | 0.01% | -6.7% |
| Q4 2021 | $280,000 | +2.9% | 2,730 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $272,000 | -12.0% | 2,730 | -7.9% | 0.02% | -5.9% |
| Q2 2021 | $309,000 | +4.4% | 2,964 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $296,000 | +11.7% | 2,964 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $265,000 | +30.5% | 2,964 | 0.0% | 0.02% | +12.5% |
| Q3 2020 | $203,000 | -26.4% | 2,964 | -32.3% | 0.02% | -33.3% |
| Q1 2017 | $276,000 | – | 4,379 | – | 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% |