SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $2,076,298 | +5.0% | 50,128 | +11.1% | 0.68% | +11.5% |
| Q2 2023 | $1,976,786 | +11.0% | 45,132 | +6.2% | 0.61% | +13.0% |
| Q1 2023 | $1,781,334 | +3.6% | 42,484 | +2.5% | 0.54% | +26.2% |
| Q4 2022 | $1,719,594 | +7.6% | 41,456 | +0.5% | 0.43% | -1.2% |
| Q3 2022 | $1,598,000 | +7.7% | 41,247 | +8.3% | 0.43% | +11.9% |
| Q2 2022 | $1,484,000 | -6.4% | 38,073 | -0.3% | 0.39% | -6.5% |
| Q1 2022 | $1,585,000 | -18.3% | 38,175 | +101.5% | 0.41% | -8.0% |
| Q4 2021 | $1,940,000 | +5.1% | 18,945 | +2.7% | 0.45% | +12.2% |
| Q3 2021 | $1,846,000 | +2.7% | 18,438 | +4.3% | 0.40% | +10.8% |
| Q2 2021 | $1,798,000 | +3.4% | 17,679 | +2.3% | 0.36% | +4.9% |
| Q1 2021 | $1,739,000 | +14.3% | 17,280 | +1.0% | 0.34% | +5.5% |
| Q4 2020 | $1,522,000 | +15.0% | 17,102 | +2.0% | 0.33% | +10.9% |
| Q3 2020 | $1,324,000 | +9.2% | 16,768 | -1.0% | 0.29% | +16.7% |
| Q2 2020 | $1,213,000 | +76.6% | 16,938 | +27.0% | 0.25% | +62.6% |
| Q1 2020 | $687,000 | -20.7% | 13,336 | +16.5% | 0.16% | -25.8% |
| Q4 2019 | $866,000 | -0.1% | 11,445 | -8.0% | 0.21% | +2.0% |
| Q3 2019 | $867,000 | -4.5% | 12,435 | -2.1% | 0.20% | -13.5% |
| Q2 2019 | $908,000 | +4.0% | 12,706 | +1.8% | 0.24% | -2.5% |
| Q1 2019 | $873,000 | +20.2% | 12,487 | +4.3% | 0.24% | -22.4% |
| Q4 2018 | $726,000 | -67.8% | 11,970 | -59.6% | 0.31% | -47.6% |
| Q3 2018 | $2,254,000 | +116.7% | 29,600 | +109.4% | 0.60% | -30.1% |
| Q2 2018 | $1,040,000 | +7.2% | 14,133 | +0.7% | 0.85% | +17.8% |
| Q1 2018 | $970,000 | +19.9% | 14,029 | +20.9% | 0.72% | +6.8% |
| Q4 2017 | $809,000 | +105.9% | 11,605 | +98.8% | 0.68% | -59.8% |
| Q3 2017 | $393,000 | – | 5,837 | – | 1.69% | – |
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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% |