SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,436,793 | -2.4% | 155,403 | +3.2% | 1.21% | -0.2% |
| Q2 2023 | $6,592,951 | +87.2% | 150,524 | +79.2% | 1.21% | +71.5% |
| Q1 2023 | $3,522,792 | -10.6% | 84,016 | -13.7% | 0.71% | -15.5% |
| Q4 2022 | $3,942,109 | +223.1% | 97,312 | +610.0% | 0.84% | +141.5% |
| Q3 2022 | $1,220,000 | -58.6% | 13,705 | -81.8% | 0.35% | -45.4% |
| Q2 2022 | $2,944,000 | -2.9% | 75,496 | +18.0% | 0.64% | -2.0% |
| Q1 2022 | $3,031,000 | +17.9% | 64,006 | +155.0% | 0.65% | +19.7% |
| Q4 2021 | $2,570,000 | +2.3% | 25,100 | 0.0% | 0.54% | -18.3% |
| Q3 2021 | $2,512,000 | -3.9% | 25,100 | 0.0% | 0.66% | +2.3% |
| Q2 2021 | $2,615,000 | +91.4% | 25,100 | +83.1% | 0.65% | +92.3% |
| Q1 2021 | $1,366,000 | +45.9% | 13,705 | 0.0% | 0.34% | +12.3% |
| Q3 2020 | $936,000 | +4.6% | 13,705 | 0.0% | 0.30% | +11.9% |
| Q2 2020 | $895,000 | – | 13,705 | – | 0.27% | – |
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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% |