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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $67,540 | +0.4% | 1,542 | -3.9% | 0.14% | +7.4% |
| Q1 2023 | $67,256 | +3.5% | 1,604 | 0.0% | 0.14% | -7.5% |
| Q4 2022 | $64,978 | -95.0% | 1,604 | -87.5% | 0.15% | -72.6% |
| Q2 2021 | $1,311,000 | -2.0% | 12,881 | -3.8% | 0.53% | +27.9% |
| Q1 2021 | $1,338,000 | +54.0% | 13,386 | +18.1% | 0.42% | +31.2% |
| Q4 2019 | $869,000 | +14.6% | 11,330 | +8.4% | 0.32% | +5.0% |
| Q3 2019 | $758,000 | +17.5% | 10,453 | +16.1% | 0.30% | +3.1% |
| Q2 2019 | $645,000 | -82.2% | 9,004 | -79.7% | 0.29% | -83.4% |
| Q4 2018 | $3,617,000 | +7.0% | 44,444 | 0.0% | 1.76% | +14.9% |
| Q2 2018 | $3,380,000 | +1320.2% | 44,444 | +1161.5% | 1.53% | +1267.9% |
| Q4 2017 | $238,000 | – | 3,523 | – | 0.11% | – |
Download | ||||||
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% |