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 | $286,423 | -7.5% | 6,915 | -2.2% | 0.06% | -5.0% |
| Q2 2023 | $309,808 | -35.1% | 7,073 | -37.9% | 0.06% | -39.4% |
| Q1 2023 | $477,575 | +4.5% | 11,390 | +0.9% | 0.10% | -5.7% |
| Q4 2022 | $457,186 | -6.7% | 11,286 | -12.9% | 0.10% | -9.5% |
| Q3 2022 | $490,000 | -13.0% | 12,961 | +0.2% | 0.12% | -1.7% |
| Q2 2022 | $563,000 | +51.3% | 12,935 | +64.5% | 0.12% | +53.2% |
| Q1 2022 | $372,000 | -0.3% | 7,864 | +99.9% | 0.08% | -1.3% |
| Q4 2021 | $373,000 | -4.6% | 3,933 | +0.8% | 0.08% | -11.4% |
| Q3 2021 | $391,000 | -17.7% | 3,902 | -14.4% | 0.09% | -19.3% |
| Q2 2021 | $475,000 | +21.2% | 4,557 | +14.3% | 0.11% | +16.0% |
| Q1 2021 | $392,000 | +26.0% | 3,987 | +30.6% | 0.09% | +19.0% |
| Q4 2020 | $311,000 | +49.5% | 3,052 | +0.1% | 0.08% | +11.3% |
| Q3 2020 | $208,000 | -6.7% | 3,050 | -2.2% | 0.07% | -9.0% |
| Q2 2020 | $223,000 | +9.3% | 3,119 | +15.6% | 0.08% | -2.5% |
| Q4 2019 | $204,000 | -37.6% | 2,699 | -42.4% | 0.08% | -45.6% |
| Q4 2018 | $327,000 | – | 4,685 | – | 0.15% | – |
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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% |