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 | $948,122 | +66.7% | 22,890 | +76.3% | 0.12% | +73.1% |
| Q2 2023 | $568,627 | +36.9% | 12,982 | +31.1% | 0.07% | +31.4% |
| Q1 2023 | $415,243 | +12.2% | 9,903 | +8.4% | 0.05% | +8.5% |
| Q4 2022 | $369,987 | -6.3% | 9,133 | -12.5% | 0.05% | -6.0% |
| Q3 2022 | $395,000 | -6.2% | 10,438 | -3.3% | 0.05% | +8.7% |
| Q2 2022 | $421,000 | -17.6% | 10,797 | +0.0% | 0.05% | -8.0% |
| Q1 2022 | $511,000 | -18.8% | 10,796 | +75.6% | 0.05% | -13.8% |
| Q4 2021 | $629,000 | -11.3% | 6,147 | -13.2% | 0.06% | -15.9% |
| Q3 2021 | $709,000 | -1.0% | 7,084 | +3.1% | 0.07% | 0.0% |
| Q2 2021 | $716,000 | -0.8% | 6,868 | -5.2% | 0.07% | -4.2% |
| Q1 2021 | $722,000 | +10.6% | 7,246 | -1.3% | 0.07% | +5.9% |
| Q4 2020 | $653,000 | +6.0% | 7,341 | -18.6% | 0.07% | -2.9% |
| Q3 2020 | $616,000 | +16.2% | 9,014 | +11.1% | 0.07% | +7.7% |
| Q2 2020 | $530,000 | +50.1% | 8,115 | +18.5% | 0.06% | +35.4% |
| Q1 2020 | $353,000 | -20.7% | 6,847 | +16.5% | 0.05% | -9.4% |
| Q4 2019 | $445,000 | +8.3% | 5,877 | -0.4% | 0.05% | +3.9% |
| Q3 2019 | $411,000 | +66.4% | 5,899 | +70.8% | 0.05% | +50.0% |
| Q2 2019 | $247,000 | +2.9% | 3,453 | +0.7% | 0.03% | 0.0% |
| Q1 2019 | $240,000 | +60.0% | 3,430 | +38.7% | 0.03% | +47.8% |
| Q4 2018 | $150,000 | -20.2% | 2,473 | +0.1% | 0.02% | +4.5% |
| Q3 2018 | $188,000 | +3.3% | 2,471 | 0.0% | 0.02% | +4.8% |
| Q2 2018 | $182,000 | +6.4% | 2,471 | 0.0% | 0.02% | +5.0% |
| Q1 2018 | $171,000 | -12.3% | 2,471 | -11.6% | 0.02% | -9.1% |
| Q4 2017 | $195,000 | +3.7% | 2,795 | 0.0% | 0.02% | +4.8% |
| Q3 2017 | $188,000 | +5.0% | 2,795 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $179,000 | +1.7% | 2,795 | 0.0% | 0.02% | +5.3% |
| Q1 2017 | $176,000 | +2.3% | 2,795 | 0.0% | 0.02% | -5.0% |
| Q4 2016 | $172,000 | +6.8% | 2,795 | +0.0% | 0.02% | +11.1% |
| Q3 2016 | $161,000 | +6.6% | 2,794 | 0.0% | 0.02% | +5.9% |
| Q2 2016 | $151,000 | +4.1% | 2,794 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $145,000 | +9.0% | 2,794 | +9.1% | 0.02% | +6.2% |
| Q4 2015 | $133,000 | +1008.3% | 2,560 | +1013.0% | 0.02% | +1500.0% |
| Q3 2015 | $12,000 | -7.7% | 230 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | +8.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $12,000 | -7.7% | 230 | +0.4% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | +8.3% | 229 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $12,000 | – | 229 | – | 0.00% | – |
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% |