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 | $493,892 | -5.4% | 11,924 | 0.0% | 0.25% | -12.8% |
| Q2 2023 | $522,271 | +4.5% | 11,924 | 0.0% | 0.28% | -8.7% |
| Q1 2023 | $499,973 | +59.0% | 11,924 | +53.6% | 0.31% | +40.5% |
| Q4 2022 | $314,520 | +7.3% | 7,764 | 0.0% | 0.22% | +4.8% |
| Q3 2022 | $293,000 | -3.0% | 7,764 | 0.0% | 0.21% | +54.4% |
| Q2 2022 | $302,000 | -5.6% | 7,764 | +14.8% | 0.14% | -23.2% |
| Q1 2022 | $320,000 | -7.0% | 6,764 | +101.2% | 0.18% | -3.3% |
| Q4 2021 | $344,000 | +2.4% | 3,362 | 0.0% | 0.18% | +23.6% |
| Q3 2021 | $336,000 | -4.0% | 3,362 | 0.0% | 0.15% | -24.9% |
| Q2 2021 | $350,000 | -32.7% | 3,362 | -58.7% | 0.20% | -80.4% |
| Q2 2017 | $520,000 | – | 8,137 | – | 1.00% | – |
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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% |