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 | $706,445 | -5.7% | 17,056 | -0.3% | 0.05% | +79.3% |
Q2 2023 | $748,928 | +10.5% | 17,099 | +5.8% | 0.03% | -52.5% |
Q1 2023 | $677,973 | +4.8% | 16,169 | +1.3% | 0.06% | -12.9% |
Q4 2022 | $646,845 | -84.2% | 15,968 | -85.2% | 0.07% | -63.7% |
Q3 2022 | $4,090,000 | -4.1% | 108,204 | -1.1% | 0.19% | -3.0% |
Q2 2022 | $4,264,000 | +1262.3% | 109,373 | +1555.2% | 0.20% | +1558.3% |
Q1 2022 | $313,000 | -5.4% | 6,608 | +104.4% | 0.01% | +9.1% |
Q4 2021 | $331,000 | +50.5% | 3,233 | +46.8% | 0.01% | -71.8% |
Q3 2021 | $220,000 | -2.2% | 2,202 | +1.8% | 0.04% | -4.9% |
Q2 2021 | $225,000 | +4.7% | 2,163 | +0.1% | 0.04% | -4.7% |
Q1 2021 | $215,000 | -3.2% | 2,160 | -13.6% | 0.04% | -15.7% |
Q4 2020 | $222,000 | – | 2,499 | – | 0.05% | – |
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% |