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 | $1,588,756 | -5.4% | 38,357 | +0.0% | 0.17% | -8.6% |
Q2 2023 | $1,680,010 | +1.3% | 38,356 | -3.0% | 0.19% | -3.1% |
Q1 2023 | $1,657,980 | -6.3% | 39,542 | -9.4% | 0.19% | -11.9% |
Q4 2022 | $1,768,662 | +114.1% | 43,660 | +99.7% | 0.22% | +62.7% |
Q3 2022 | $826,000 | -9.5% | 21,860 | -6.7% | 0.13% | -5.0% |
Q2 2022 | $913,000 | -27.7% | 23,418 | -12.2% | 0.14% | -19.0% |
Q1 2022 | $1,263,000 | +24.1% | 26,672 | +168.4% | 0.17% | +17.6% |
Q4 2021 | $1,018,000 | – | 9,937 | – | 0.15% | – |
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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% |