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 | $715,911 | -4.0% | 17,284 | +1.5% | 0.05% | -2.0% |
| Q2 2023 | $745,726 | +5.2% | 17,026 | +0.7% | 0.05% | +2.1% |
| Q1 2023 | $708,662 | +107436.0% | 16,901 | +3.8% | 0.05% | +4.3% |
| Q4 2022 | $659 | -99.9% | 16,279 | +0.6% | 0.05% | -2.1% |
| Q3 2022 | $611,000 | -2.9% | 16,175 | +0.3% | 0.05% | -2.1% |
| Q2 2022 | $629,000 | -59.2% | 16,132 | -50.4% | 0.05% | -54.3% |
| Q1 2022 | $1,540,000 | +85.3% | 32,506 | +300.4% | 0.10% | +78.0% |
| Q4 2021 | $831,000 | – | 8,119 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |