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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,176,002 | -4.5% | 52,535 | +0.9% | 0.18% | -5.3% |
| Q2 2023 | $2,279,463 | +1.0% | 52,043 | -3.3% | 0.19% | -7.4% |
| Q1 2023 | $2,257,674 | +112614.6% | 53,844 | +175.2% | 0.20% | +2.5% |
| Q4 2022 | $2,003 | -99.9% | 19,565 | -57.0% | 0.20% | +6.5% |
| Q3 2022 | $1,720,000 | -4.1% | 45,508 | -1.0% | 0.19% | -2.1% |
| Q2 2022 | $1,793,000 | -17.4% | 45,987 | +0.3% | 0.19% | -7.3% |
| Q1 2022 | $2,171,000 | +8.4% | 45,846 | +134.3% | 0.20% | +3.5% |
| Q4 2021 | $2,003,000 | +3.8% | 19,565 | +1.5% | 0.20% | -7.5% |
| Q3 2021 | $1,929,000 | -6.0% | 19,275 | -4.3% | 0.21% | -8.2% |
| Q2 2021 | $2,053,000 | +0.7% | 20,138 | -1.5% | 0.23% | -18.8% |
| Q1 2021 | $2,038,000 | +0.2% | 20,449 | -5.4% | 0.29% | -7.7% |
| Q4 2020 | $2,033,000 | +28.4% | 21,614 | -6.7% | 0.31% | +3.3% |
| Q3 2020 | $1,583,000 | +10.9% | 23,174 | +6.0% | 0.30% | -0.7% |
| Q2 2020 | $1,428,000 | +21.7% | 21,854 | -4.0% | 0.30% | -3.8% |
| Q1 2020 | $1,173,000 | -25.7% | 22,772 | +9.1% | 0.32% | -17.3% |
| Q4 2019 | $1,579,000 | +20.1% | 20,870 | +10.7% | 0.38% | +6.4% |
| Q3 2019 | $1,315,000 | -1.4% | 18,855 | +1.1% | 0.36% | -10.1% |
| Q2 2019 | $1,333,000 | +6.3% | 18,651 | +4.0% | 0.40% | -4.3% |
| Q1 2019 | $1,254,000 | +14.8% | 17,936 | -0.3% | 0.42% | -3.5% |
| Q4 2018 | $1,092,000 | -80.0% | 17,998 | -75.5% | 0.43% | -78.5% |
| Q3 2018 | $5,473,000 | +5.0% | 73,329 | +3.5% | 2.01% | -5.3% |
| Q2 2018 | $5,214,000 | +13.9% | 70,871 | +7.0% | 2.12% | +0.9% |
| Q1 2018 | $4,579,000 | +25.8% | 66,234 | +22.6% | 2.10% | -18.2% |
| Q4 2017 | $3,640,000 | 0.0% | 54,030 | 0.0% | 2.57% | 0.0% |
| Q3 2017 | $3,640,000 | +16.0% | 54,030 | +10.0% | 2.57% | +0.8% |
| Q2 2017 | $3,139,000 | +17.7% | 49,118 | +15.9% | 2.55% | +2.0% |
| Q1 2017 | $2,668,000 | +5.1% | 42,365 | +2.6% | 2.50% | -0.5% |
| Q4 2016 | $2,538,000 | – | 41,288 | – | 2.51% | – |
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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% |