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 | $216,780 | -10.1% | 5,234 | -5.0% | 0.04% | -8.5% |
| Q2 2023 | $241,236 | -18.9% | 5,508 | -22.4% | 0.05% | -14.5% |
| Q1 2023 | $297,564 | +45.9% | 7,097 | +35.4% | 0.06% | +31.0% |
| Q2 2022 | $204,000 | -70.0% | 5,241 | -63.5% | 0.04% | -64.1% |
| Q1 2022 | $680,000 | -40.9% | 14,351 | +27.7% | 0.12% | -37.1% |
| Q4 2021 | $1,151,000 | -0.3% | 11,236 | -2.6% | 0.19% | -15.8% |
| Q3 2021 | $1,154,000 | -6.9% | 11,532 | -3.1% | 0.22% | -21.6% |
| Q2 2021 | $1,240,000 | -10.8% | 11,899 | -14.7% | 0.28% | -16.1% |
| Q1 2021 | $1,390,000 | -5.2% | 13,942 | -3.5% | 0.34% | -3.4% |
| Q4 2020 | $1,466,000 | +43.2% | 14,449 | -3.6% | 0.35% | +20.0% |
| Q3 2020 | $1,024,000 | -3.0% | 14,994 | -7.3% | 0.29% | -5.5% |
| Q2 2020 | $1,056,000 | +23.8% | 16,169 | -2.4% | 0.31% | +6.6% |
| Q1 2020 | $853,000 | -31.0% | 16,561 | +1.3% | 0.29% | -11.1% |
| Q4 2019 | $1,236,000 | +10.2% | 16,346 | +1.6% | 0.32% | +1.9% |
| Q3 2019 | $1,122,000 | +16.3% | 16,086 | +16.7% | 0.32% | +14.0% |
| Q2 2019 | $965,000 | +1535.6% | 13,788 | +1432.0% | 0.28% | +830.0% |
| Q3 2018 | $59,000 | – | 900 | – | 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% |