SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $1,297,489 | -8.1% | 31,325 | -2.9% | 1.12% | -4.8% |
| Q2 2023 | $1,412,294 | +1.2% | 32,244 | -3.1% | 1.18% | -15.1% |
| Q1 2023 | $1,394,861 | +3.2% | 33,266 | -0.3% | 1.39% | +6.7% |
| Q4 2022 | $1,352,256 | +1.7% | 33,381 | -5.1% | 1.30% | -1.7% |
| Q3 2022 | $1,330,000 | -1.4% | 35,192 | +1.8% | 1.32% | -3.5% |
| Q2 2022 | $1,349,000 | -17.1% | 34,586 | +0.7% | 1.37% | -12.5% |
| Q1 2022 | $1,627,000 | -9.9% | 34,362 | +94.8% | 1.57% | -8.6% |
| Q4 2021 | $1,806,000 | – | 17,637 | – | 1.72% | – |
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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% |