SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,667,531 | -0.5% | 64,402 | +5.3% | 0.61% | +1.2% |
| Q2 2023 | $2,679,816 | +4.5% | 61,183 | +0.0% | 0.60% | -0.7% |
| Q1 2023 | $2,565,236 | +4.6% | 61,179 | +1.0% | 0.60% | -5.2% |
| Q4 2022 | $2,453,083 | +27.0% | 60,555 | +18.6% | 0.64% | +22.3% |
| Q3 2022 | $1,931,000 | -5.2% | 51,072 | -2.3% | 0.52% | +9.2% |
| Q2 2022 | $2,037,000 | -12.5% | 52,255 | +6.3% | 0.48% | +0.2% |
| Q1 2022 | $2,329,000 | -6.6% | 49,181 | +102.0% | 0.48% | -6.3% |
| Q4 2021 | $2,493,000 | +16.2% | 24,343 | +13.6% | 0.51% | +8.8% |
| Q3 2021 | $2,146,000 | +5.5% | 21,438 | +9.7% | 0.47% | +1.3% |
| Q2 2021 | $2,035,000 | +12.6% | 19,536 | +7.7% | 0.46% | +4.8% |
| Q1 2021 | $1,807,000 | +15.4% | 18,133 | +3.0% | 0.44% | +11.4% |
| Q4 2020 | $1,566,000 | +17.5% | 17,597 | -9.8% | 0.39% | +5.1% |
| Q3 2020 | $1,333,000 | +4.7% | 19,507 | +0.1% | 0.38% | -6.7% |
| Q2 2020 | $1,273,000 | +24.4% | 19,489 | -1.8% | 0.40% | -25.6% |
| Q1 2020 | $1,023,000 | -20.4% | 19,847 | +16.8% | 0.54% | -8.5% |
| Q4 2019 | $1,285,000 | – | 16,987 | – | 0.59% | – |
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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% |