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 | $264,451 | -0.4% | 6,385 | +5.3% | 0.01% | +27.3% |
| Q2 2023 | $265,606 | +1.9% | 6,064 | -2.4% | 0.01% | -8.3% |
| Q1 2023 | $260,526 | +11.3% | 6,213 | +7.5% | 0.01% | +9.1% |
| Q4 2022 | $234,158 | -27.5% | 5,780 | -32.3% | 0.01% | -26.7% |
| Q3 2022 | $323,000 | +41.0% | 8,538 | +45.1% | 0.02% | +66.7% |
| Q2 2022 | $229,000 | -27.8% | 5,885 | -12.0% | 0.01% | -30.8% |
| Q1 2022 | $317,000 | -49.2% | 6,689 | +9.7% | 0.01% | -50.0% |
| Q4 2021 | $624,000 | +77.3% | 6,095 | +73.4% | 0.03% | +44.4% |
| Q3 2021 | $352,000 | -99.5% | 3,514 | +305.8% | 0.02% | +350.0% |
| Q4 2020 | $77,074,000 | – | 866 | – | 0.00% | – |
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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% |