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 | $2,906 | +11.4% | 70,158 | +17.8% | 0.02% | +12.5% |
| Q2 2023 | $2,609 | +12.2% | 59,571 | +7.4% | 0.02% | 0.0% |
| Q1 2023 | $2,326 | +357.0% | 55,465 | +341.3% | 0.02% | +300.0% |
| Q4 2022 | $509 | -99.9% | 12,568 | -7.5% | 0.00% | 0.0% |
| Q3 2022 | $514,000 | +8.2% | 13,591 | +11.4% | 0.00% | 0.0% |
| Q2 2022 | $475,000 | +182.7% | 12,195 | +243.2% | 0.00% | +300.0% |
| Q1 2022 | $168,000 | +16.7% | 3,553 | +152.0% | 0.00% | 0.0% |
| Q4 2021 | $144,000 | +33.3% | 1,410 | +35.8% | 0.00% | 0.0% |
| Q2 2021 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $108,000 | 0.0% | 1,038 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $108,000 | -46.5% | 1,038 | -68.8% | 0.00% | -80.0% |
| Q4 2018 | $202,000 | -34.8% | 3,332 | -18.1% | 0.01% | -37.5% |
| Q3 2018 | $310,000 | +28.6% | 4,066 | +23.9% | 0.01% | 0.0% |
| Q2 2018 | $241,000 | +19.3% | 3,282 | +12.5% | 0.01% | 0.0% |
| Q1 2018 | $202,000 | -1.0% | 2,918 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $204,000 | 0.0% | 2,918 | -3.6% | 0.01% | -10.0% |
| Q3 2017 | $204,000 | +10.3% | 3,027 | +4.8% | 0.01% | +11.1% |
| Q2 2017 | $185,000 | -11.5% | 2,889 | -12.9% | 0.01% | -25.0% |
| Q1 2017 | $209,000 | +10.6% | 3,318 | +7.9% | 0.01% | 0.0% |
| Q4 2016 | $189,000 | +6.8% | 3,076 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $177,000 | – | 3,076 | – | 0.01% | – |
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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% |