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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $395,000 | -12.2% | 8,350 | +90.2% | 0.03% | -15.4% |
| Q4 2021 | $450,000 | -1.1% | 4,391 | -3.4% | 0.04% | -18.8% |
| Q3 2021 | $455,000 | -1.7% | 4,545 | +2.3% | 0.05% | -26.2% |
| Q2 2021 | $463,000 | +3.3% | 4,442 | -1.1% | 0.06% | -15.6% |
| Q1 2021 | $448,000 | +2.8% | 4,493 | -3.1% | 0.08% | -3.8% |
| Q4 2020 | $436,000 | +38.9% | 4,638 | +1.0% | 0.08% | +17.6% |
| Q3 2020 | $314,000 | +3.6% | 4,590 | -1.5% | 0.07% | 0.0% |
| Q2 2020 | $303,000 | +15.6% | 4,659 | -1.4% | 0.07% | +1.5% |
| Q1 2020 | $262,000 | -31.4% | 4,723 | -6.4% | 0.07% | -17.3% |
| Q4 2019 | $382,000 | +33.6% | 5,044 | +22.8% | 0.08% | +17.4% |
| Q3 2019 | $286,000 | -4.7% | 4,108 | +4.4% | 0.07% | -11.5% |
| Q3 2018 | $300,000 | +9.1% | 3,935 | +5.2% | 0.08% | +4.0% |
| Q2 2018 | $275,000 | +6.2% | 3,742 | 0.0% | 0.08% | +4.2% |
| Q1 2018 | $259,000 | 0.0% | 3,742 | +0.9% | 0.07% | +4.3% |
| Q4 2017 | $259,000 | +2.0% | 3,708 | -1.7% | 0.07% | -8.0% |
| Q3 2017 | $254,000 | +6.3% | 3,773 | +1.0% | 0.08% | +4.2% |
| Q2 2017 | $239,000 | – | 3,735 | – | 0.07% | – |
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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% |