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 | $792,209 | -9.3% | 19,126 | -4.1% | 0.10% | -8.8% |
| Q2 2023 | $873,274 | -4.1% | 19,938 | -8.2% | 0.11% | -4.2% |
| Q1 2023 | $910,745 | -2.4% | 21,721 | -5.7% | 0.12% | -5.6% |
| Q4 2022 | $932,731 | +5.8% | 23,025 | -1.3% | 0.13% | -0.8% |
| Q3 2022 | $882,000 | -5.7% | 23,328 | -2.7% | 0.13% | +4.1% |
| Q2 2022 | $935,000 | -18.4% | 23,977 | -1.0% | 0.12% | -3.9% |
| Q1 2022 | $1,146,000 | -14.3% | 24,210 | +85.5% | 0.13% | -11.2% |
| Q4 2021 | $1,337,000 | -8.4% | 13,052 | -10.5% | 0.14% | -18.3% |
| Q3 2021 | $1,460,000 | -13.6% | 14,582 | -10.1% | 0.18% | -18.6% |
| Q2 2021 | $1,689,000 | -5.9% | 16,214 | -10.0% | 0.22% | -10.0% |
| Q1 2021 | $1,795,000 | +13.2% | 18,008 | +1.1% | 0.24% | +5.3% |
| Q4 2020 | $1,585,000 | +35.8% | 17,806 | +4.2% | 0.23% | +24.0% |
| Q3 2020 | $1,167,000 | +13.0% | 17,081 | +8.0% | 0.18% | -2.1% |
| Q2 2020 | $1,033,000 | -21.0% | 15,815 | -37.7% | 0.19% | -25.2% |
| Q1 2020 | $1,308,000 | -34.0% | 25,387 | -3.2% | 0.25% | -28.4% |
| Q4 2019 | $1,983,000 | +9.3% | 26,219 | +0.7% | 0.35% | +1.2% |
| Q3 2019 | $1,815,000 | +0.2% | 26,033 | +2.7% | 0.34% | +1.2% |
| Q2 2019 | $1,812,000 | +17.5% | 25,350 | +15.0% | 0.34% | +0.6% |
| Q1 2019 | $1,542,000 | +5.3% | 22,049 | -8.7% | 0.34% | -6.6% |
| Q4 2018 | $1,465,000 | +57.4% | 24,149 | +97.5% | 0.36% | +62.8% |
| Q3 2018 | $931,000 | +9.3% | 12,225 | +5.6% | 0.22% | 0.0% |
| Q2 2018 | $852,000 | – | 11,575 | – | 0.22% | – |
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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% |