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 | $866,009 | -6.7% | 20,908 | -1.3% | 0.36% | -10.8% |
| Q2 2023 | $928,166 | +0.6% | 21,191 | -3.7% | 0.41% | -5.8% |
| Q1 2023 | $922,250 | -3.6% | 21,995 | -6.9% | 0.43% | -11.7% |
| Q4 2022 | $956,684 | +6.3% | 23,616 | -0.8% | 0.49% | +1.2% |
| Q3 2022 | $900,000 | -14.4% | 23,801 | -11.7% | 0.48% | -7.7% |
| Q2 2022 | $1,051,000 | -21.0% | 26,963 | -4.0% | 0.52% | +0.4% |
| Q1 2022 | $1,331,000 | -8.2% | 28,098 | +98.5% | 0.52% | -9.1% |
| Q4 2021 | $1,450,000 | +2.0% | 14,158 | -0.3% | 0.57% | -0.7% |
| Q3 2021 | $1,422,000 | -3.3% | 14,206 | +0.7% | 0.58% | -1.4% |
| Q2 2021 | $1,470,000 | +4.4% | 14,106 | -0.2% | 0.58% | -4.1% |
| Q1 2021 | $1,408,000 | +9.3% | 14,131 | -2.3% | 0.61% | +21.8% |
| Q4 2020 | $1,288,000 | +31.3% | 14,471 | +0.8% | 0.50% | +13.1% |
| Q3 2020 | $981,000 | +11.7% | 14,354 | +6.8% | 0.44% | +1.8% |
| Q2 2020 | $878,000 | +4.5% | 13,435 | +21.0% | 0.43% | +13.0% |
| Q4 2019 | $840,000 | +46.9% | 11,102 | +35.3% | 0.38% | +41.2% |
| Q3 2019 | $572,000 | -0.9% | 8,206 | +1.7% | 0.27% | +4.2% |
| Q2 2019 | $577,000 | -5.4% | 8,070 | -7.5% | 0.26% | -10.0% |
| Q1 2019 | $610,000 | -20.4% | 8,722 | -30.9% | 0.29% | -26.2% |
| Q4 2018 | $766,000 | -28.8% | 12,626 | -10.7% | 0.39% | -9.2% |
| Q3 2018 | $1,076,000 | +1.1% | 14,132 | -2.3% | 0.43% | -10.4% |
| Q2 2018 | $1,064,000 | +12.6% | 14,459 | +5.8% | 0.48% | +12.3% |
| Q1 2018 | $945,000 | +9.0% | 13,671 | +10.0% | 0.43% | +15.3% |
| Q4 2017 | $867,000 | +22.5% | 12,431 | +18.3% | 0.37% | +24.7% |
| Q3 2017 | $708,000 | +33.8% | 10,505 | +27.0% | 0.30% | +23.6% |
| Q2 2017 | $529,000 | +14.0% | 8,270 | +12.2% | 0.24% | +12.0% |
| Q1 2017 | $464,000 | +18.4% | 7,373 | +15.5% | 0.22% | -14.3% |
| Q4 2016 | $392,000 | +13.0% | 6,381 | +5.8% | 0.25% | +42.4% |
| Q3 2016 | $347,000 | +31.4% | 6,032 | +23.5% | 0.18% | +29.2% |
| Q2 2016 | $264,000 | +9.1% | 4,886 | +4.9% | 0.14% | +6.2% |
| Q1 2016 | $242,000 | -4.7% | 4,659 | -4.6% | 0.13% | -9.2% |
| Q4 2015 | $254,000 | +7.6% | 4,882 | +4.9% | 0.14% | +2.2% |
| Q3 2015 | $236,000 | +6.8% | 4,654 | +21.2% | 0.14% | -7.9% |
| Q2 2015 | $221,000 | +6.2% | 3,841 | +6.3% | 0.15% | +4.9% |
| Q1 2015 | $208,000 | – | 3,615 | – | 0.14% | – |
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% |