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 | $577,268 | -7.8% | 13,937 | -2.5% | 0.06% | -21.5% |
| Q2 2023 | $625,835 | +13.7% | 14,288 | +8.9% | 0.08% | +31.7% |
| Q1 2023 | $550,205 | -31.6% | 13,122 | -33.9% | 0.06% | -34.1% |
| Q4 2022 | $804,606 | +4.0% | 19,862 | -3.0% | 0.09% | +5.8% |
| Q3 2022 | $774,000 | -4.6% | 20,473 | -1.5% | 0.09% | +1.2% |
| Q2 2022 | $811,000 | -11.6% | 20,795 | +7.4% | 0.08% | -1.2% |
| Q1 2022 | $917,000 | -3.9% | 19,362 | +107.9% | 0.09% | -2.3% |
| Q4 2021 | $954,000 | -12.9% | 9,314 | -14.8% | 0.09% | -14.6% |
| Q3 2021 | $1,095,000 | -3.5% | 10,934 | +0.3% | 0.10% | -3.7% |
| Q2 2021 | $1,135,000 | +13.6% | 10,899 | +8.8% | 0.11% | +2.9% |
| Q1 2021 | $999,000 | +13.7% | 10,019 | +1.4% | 0.10% | +4.0% |
| Q4 2020 | $879,000 | -56.0% | 9,879 | -66.2% | 0.10% | -63.4% |
| Q3 2020 | $1,997,000 | -7.6% | 29,230 | -11.6% | 0.27% | -14.2% |
| Q2 2020 | $2,161,000 | +7.7% | 33,070 | -15.1% | 0.32% | -9.4% |
| Q1 2020 | $2,006,000 | -36.8% | 38,931 | -7.2% | 0.35% | -34.3% |
| Q4 2019 | $3,172,000 | +18.0% | 41,938 | +8.8% | 0.53% | +9.7% |
| Q3 2019 | $2,687,000 | -0.0% | 38,537 | +2.5% | 0.49% | -2.6% |
| Q2 2019 | $2,688,000 | +5.9% | 37,602 | +3.6% | 0.50% | +0.8% |
| Q1 2019 | $2,539,000 | +20.6% | 36,308 | +4.6% | 0.50% | +2.9% |
| Q4 2018 | $2,106,000 | -21.6% | 34,712 | -1.6% | 0.48% | -21.1% |
| Q3 2018 | $2,687,000 | +5.4% | 35,279 | +1.8% | 0.61% | -10.8% |
| Q2 2018 | $2,550,000 | +11.1% | 34,659 | +4.4% | 0.68% | +3.5% |
| Q1 2018 | $2,296,000 | +4.0% | 33,214 | +4.9% | 0.66% | +14.1% |
| Q4 2017 | $2,208,000 | +10.0% | 31,653 | +6.3% | 0.58% | +3.6% |
| Q3 2017 | $2,007,000 | +8.4% | 29,786 | +2.8% | 0.56% | +1.4% |
| Q2 2017 | $1,851,000 | +6.6% | 28,963 | +5.0% | 0.55% | +3.0% |
| Q1 2017 | $1,737,000 | +66.4% | 27,573 | +62.3% | 0.54% | +73.5% |
| Q4 2016 | $1,044,000 | +32.5% | 16,987 | +24.0% | 0.31% | +19.8% |
| Q3 2016 | $788,000 | +59.8% | 13,699 | +50.0% | 0.26% | +41.8% |
| Q2 2016 | $493,000 | – | 9,130 | – | 0.18% | – |
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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% |