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 | $278,502 | -5.3% | 6,724 | +0.1% | 0.06% | +1.6% |
| Q2 2023 | $294,068 | -2.4% | 6,714 | -6.6% | 0.06% | -1.6% |
| Q1 2023 | $301,414 | +103478.7% | 7,188 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $291 | -99.9% | 7,177 | +22.7% | 0.06% | +14.8% |
| Q3 2022 | $221,000 | -3.1% | 5,851 | +0.1% | 0.05% | -1.8% |
| Q2 2022 | $228,000 | -17.4% | 5,844 | +0.1% | 0.06% | -21.4% |
| Q1 2022 | $276,000 | -8.9% | 5,836 | +97.4% | 0.07% | -7.9% |
| Q4 2021 | $303,000 | +2.4% | 2,957 | +0.2% | 0.08% | -8.4% |
| Q3 2021 | $296,000 | -6.9% | 2,952 | -3.2% | 0.08% | -4.6% |
| Q2 2021 | $318,000 | -4.2% | 3,050 | -49.3% | 0.09% | -67.5% |
| Q4 2014 | $332,000 | – | 6,021 | – | 0.27% | – |
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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% |