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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $265 | -99.9% | 6,534 | +5.1% | 0.03% | +6.9% |
| Q3 2022 | $235,000 | -20.6% | 6,214 | -18.3% | 0.03% | -17.1% |
| Q2 2022 | $296,000 | -47.0% | 7,602 | -35.6% | 0.04% | -40.7% |
| Q1 2022 | $559,000 | -10.6% | 11,810 | +93.6% | 0.06% | -13.2% |
| Q4 2021 | $625,000 | +2.3% | 6,100 | 0.0% | 0.07% | -25.3% |
| Q3 2021 | $611,000 | -5.4% | 6,100 | -1.6% | 0.09% | -6.2% |
| Q2 2021 | $646,000 | +2.9% | 6,202 | -1.5% | 0.10% | -3.0% |
| Q1 2021 | $628,000 | +7.9% | 6,297 | -3.7% | 0.10% | +13.6% |
| Q4 2020 | $582,000 | +26.2% | 6,540 | -3.0% | 0.09% | +27.5% |
| Q3 2020 | $461,000 | -5.3% | 6,745 | -9.4% | 0.07% | -5.5% |
| Q2 2020 | $487,000 | +18.5% | 7,446 | -6.7% | 0.07% | -17.0% |
| Q1 2020 | $411,000 | -37.3% | 7,981 | -7.9% | 0.09% | -30.7% |
| Q4 2019 | $656,000 | +5.5% | 8,668 | -2.9% | 0.13% | -3.1% |
| Q3 2019 | $622,000 | +3.0% | 8,927 | +5.6% | 0.13% | -0.8% |
| Q2 2019 | $604,000 | +5.2% | 8,455 | +3.1% | 0.13% | -14.8% |
| Q1 2019 | $574,000 | +21.4% | 8,202 | +5.2% | 0.16% | +13.1% |
| Q4 2018 | $473,000 | – | 7,793 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |