SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,119,892 | -21.6% | 75,323 | -17.1% | 1.49% | -14.3% |
Q2 2023 | $3,978,123 | +3.4% | 90,825 | -1.0% | 1.74% | -2.5% |
Q1 2023 | $3,845,868 | +7.8% | 91,721 | +12.4% | 1.78% | +2.0% |
Q4 2022 | $3,569,214 | +75.5% | 81,601 | +51.7% | 1.74% | +80.0% |
Q3 2022 | $2,034,000 | -2.0% | 53,799 | +1.0% | 0.97% | +3.2% |
Q2 2022 | $2,076,000 | -30.7% | 53,257 | -15.8% | 0.94% | -14.2% |
Q1 2022 | $2,995,000 | +10.0% | 63,249 | +137.9% | 1.10% | +16.6% |
Q4 2021 | $2,723,000 | +1.1% | 26,589 | +3.1% | 0.94% | +11.8% |
Q3 2021 | $2,693,000 | +67.2% | 25,802 | +59.7% | 0.84% | +30.6% |
Q1 2021 | $1,611,000 | – | 16,159 | – | 0.64% | – |
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% |