SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -30.1% | 4,525 | +51.2% | 0.11% | -18.0% |
| Q4 2021 | $306,000 | -87.3% | 2,992 | -87.5% | 0.14% | -87.1% |
| Q3 2021 | $2,405,000 | +4.8% | 24,029 | +9.1% | 1.08% | +7.4% |
| Q2 2021 | $2,294,000 | +29.3% | 22,019 | +23.7% | 1.00% | +7.7% |
| Q1 2021 | $1,774,000 | +264.3% | 17,803 | +88.3% | 0.93% | +58.7% |
| Q1 2020 | $487,000 | -64.4% | 9,453 | -47.7% | 0.59% | -52.4% |
| Q4 2019 | $1,367,000 | -28.8% | 18,073 | -4.5% | 1.23% | -27.3% |
| Q3 2019 | $1,919,000 | +14.9% | 18,917 | -19.0% | 1.69% | +22.2% |
| Q2 2019 | $1,670,000 | +6.6% | 23,362 | +4.3% | 1.38% | -0.6% |
| Q1 2019 | $1,566,000 | -2.8% | 22,397 | -15.6% | 1.39% | +28.6% |
| Q4 2018 | $1,611,000 | -36.3% | 26,550 | -20.0% | 1.08% | -18.9% |
| Q3 2018 | $2,529,000 | +153.4% | 33,204 | +132.0% | 1.34% | +190.4% |
| Q4 2017 | $998,000 | -35.7% | 14,312 | -41.9% | 0.46% | -52.0% |
| Q1 2017 | $1,551,000 | +24.1% | 24,634 | +21.1% | 0.96% | +25.4% |
| Q4 2016 | $1,250,000 | – | 20,337 | – | 0.76% | – |
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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% |