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 | $239,043 | -8.5% | 5,801 | -0.4% | 0.02% | -11.1% |
| Q2 2023 | $261,349 | +7.1% | 5,823 | +0.1% | 0.02% | 0.0% |
| Q1 2023 | $244,032 | -3.9% | 5,820 | -7.2% | 0.02% | -10.0% |
| Q4 2022 | $254,027 | +4133.8% | 6,271 | +3998.7% | 0.02% | +1900.0% |
| Q3 2022 | $6,000 | 0.0% | 153 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 151 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | +133.3% | 150 | +417.2% | 0.00% | – |
| Q4 2021 | $3,000 | -88.5% | 29 | -88.9% | 0.00% | -100.0% |
| Q3 2021 | $26,000 | -35.0% | 261 | -32.2% | 0.00% | -25.0% |
| Q2 2021 | $40,000 | +5.3% | 385 | +0.3% | 0.00% | -33.3% |
| Q1 2021 | $38,000 | +40.7% | 384 | +28.4% | 0.01% | +20.0% |
| Q4 2020 | $27,000 | +35.0% | 299 | +2.4% | 0.01% | +25.0% |
| Q3 2020 | $20,000 | -4.8% | 292 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $21,000 | -62.5% | 292 | -70.9% | 0.01% | -66.7% |
| Q1 2020 | $56,000 | -28.2% | 1,005 | -1.5% | 0.02% | -16.7% |
| Q4 2019 | $78,000 | – | 1,020 | – | 0.02% | – |
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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% |