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 | $1,757,788 | -7.1% | 42,438 | -1.8% | 0.17% | -2.4% |
| Q2 2023 | $1,892,943 | +3.9% | 43,218 | -0.5% | 0.17% | -1.2% |
| Q1 2023 | $1,821,676 | +0.6% | 43,446 | -2.8% | 0.17% | -2.8% |
| Q4 2022 | $1,811,310 | +4.1% | 44,713 | -2.8% | 0.18% | -7.3% |
| Q3 2022 | $1,740,000 | -2.4% | 46,022 | +0.7% | 0.19% | +1.6% |
| Q2 2022 | $1,782,000 | -18.6% | 45,714 | -1.1% | 0.19% | -9.2% |
| Q1 2022 | $2,189,000 | -12.6% | 46,211 | +89.0% | 0.21% | -12.3% |
| Q4 2021 | $2,504,000 | -0.8% | 24,454 | -3.1% | 0.24% | -8.9% |
| Q3 2021 | $2,525,000 | -11.3% | 25,226 | -7.7% | 0.26% | -39.1% |
| Q2 2021 | $2,848,000 | -7.9% | 27,339 | -11.9% | 0.42% | -32.6% |
| Q1 2021 | $3,093,000 | +8.4% | 31,030 | -3.2% | 0.63% | +5.3% |
| Q4 2020 | $2,854,000 | +14.4% | 32,066 | -12.2% | 0.60% | +1.0% |
| Q3 2020 | $2,495,000 | -0.6% | 36,514 | -4.9% | 0.59% | -8.8% |
| Q2 2020 | $2,509,000 | +27.4% | 38,406 | +0.5% | 0.65% | +10.0% |
| Q1 2020 | $1,970,000 | -32.3% | 38,230 | -0.7% | 0.59% | -17.6% |
| Q4 2019 | $2,911,000 | +7.7% | 38,487 | -0.7% | 0.72% | +3.9% |
| Q3 2019 | $2,704,000 | -2.4% | 38,775 | +0.1% | 0.69% | -1.6% |
| Q2 2019 | $2,770,000 | +2.4% | 38,749 | +0.2% | 0.70% | -0.6% |
| Q1 2019 | $2,704,000 | +17.8% | 38,670 | +2.3% | 0.70% | +14.6% |
| Q4 2018 | $2,295,000 | -21.0% | 37,817 | -0.8% | 0.62% | -17.8% |
| Q3 2018 | $2,904,000 | -20.3% | 38,121 | -23.1% | 0.75% | -22.1% |
| Q2 2018 | $3,645,000 | +6.8% | 49,545 | +0.4% | 0.96% | +6.5% |
| Q1 2018 | $3,412,000 | -9.4% | 49,352 | -8.7% | 0.90% | -2.4% |
| Q4 2017 | $3,768,000 | +7.2% | 54,031 | +3.5% | 0.92% | +1.7% |
| Q3 2017 | $3,516,000 | +10.0% | 52,194 | +4.4% | 0.91% | +3.4% |
| Q2 2017 | $3,197,000 | +1.2% | 50,017 | -2.6% | 0.88% | +2.7% |
| Q1 2017 | $3,159,000 | 0.0% | 51,378 | 0.0% | 0.86% | 0.0% |
| Q4 2016 | $3,159,000 | +4.9% | 51,378 | -1.8% | 0.86% | -0.7% |
| Q3 2016 | $3,012,000 | +11.6% | 52,343 | +4.8% | 0.86% | +15.6% |
| Q2 2016 | $2,698,000 | +3.5% | 49,942 | -0.3% | 0.74% | -3.0% |
| Q1 2016 | $2,607,000 | -0.3% | 50,100 | -0.2% | 0.77% | +2.0% |
| Q4 2015 | $2,614,000 | +1.8% | 50,189 | -0.7% | 0.75% | -33.4% |
| Q3 2015 | $2,568,000 | – | 50,552 | – | 1.13% | – |
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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% |