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 | $1,224,624 | -12.4% | 29,566 | -7.3% | 0.12% | -11.5% |
| Q2 2023 | $1,397,527 | +4.4% | 31,907 | -0.1% | 0.14% | 0.0% |
| Q1 2023 | $1,338,825 | -14.4% | 31,930 | -17.3% | 0.14% | -21.5% |
| Q4 2022 | $1,563,402 | +17.5% | 38,593 | +9.6% | 0.18% | +0.6% |
| Q3 2022 | $1,331,000 | +16.3% | 35,209 | +20.0% | 0.18% | +14.3% |
| Q2 2022 | $1,144,000 | -15.8% | 29,339 | +2.3% | 0.15% | -6.1% |
| Q1 2022 | $1,358,000 | -7.5% | 28,667 | +100.0% | 0.16% | -6.3% |
| Q4 2021 | $1,468,000 | +5.7% | 14,334 | +3.3% | 0.18% | -9.8% |
| Q3 2021 | $1,389,000 | -3.9% | 13,876 | +0.0% | 0.19% | -7.6% |
| Q2 2021 | $1,445,000 | +3.3% | 13,871 | -1.1% | 0.21% | -7.5% |
| Q1 2021 | $1,399,000 | +9.9% | 14,032 | -1.9% | 0.23% | -3.8% |
| Q4 2020 | $1,273,000 | +24.7% | 14,306 | -4.3% | 0.24% | +6.3% |
| Q3 2020 | $1,021,000 | -1.5% | 14,942 | -5.9% | 0.22% | -3.5% |
| Q2 2020 | $1,037,000 | +160.6% | 15,878 | +105.0% | 0.23% | +243.3% |
| Q1 2020 | $398,000 | +122.3% | 7,747 | +221.3% | 0.07% | +204.5% |
| Q4 2019 | $179,000 | +496.7% | 2,411 | +372.7% | 0.02% | +175.0% |
| Q4 2018 | $30,000 | – | 510 | – | 0.01% | – |
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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% |