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 2023 | $251,710 | +3.8% | 6,003 | +0.3% | 0.22% | +0.9% |
| Q4 2022 | $242,427 | +15.0% | 5,984 | +7.3% | 0.22% | +3.3% |
| Q3 2022 | $210,734 | -2.4% | 5,575 | +0.5% | 0.21% | +5.0% |
| Q2 2022 | $216,000 | -15.6% | 5,550 | +2.8% | 0.20% | +5.8% |
| Q1 2022 | $256,000 | +0.4% | 5,400 | +116.6% | 0.19% | +4.4% |
| Q4 2021 | $255,000 | +7.1% | 2,493 | +5.0% | 0.18% | -1.1% |
| Q3 2021 | $238,000 | -1.2% | 2,374 | +2.8% | 0.18% | +1.7% |
| Q2 2021 | $241,000 | -1.6% | 2,309 | -5.9% | 0.18% | -4.7% |
| Q1 2021 | $245,000 | -3.2% | 2,455 | -13.6% | 0.19% | -2.1% |
| Q4 2020 | $253,000 | -0.8% | 2,840 | -23.8% | 0.19% | -9.8% |
| Q3 2020 | $255,000 | +2.4% | 3,729 | -2.2% | 0.22% | +8.0% |
| Q2 2020 | $249,000 | +6.4% | 3,813 | -16.1% | 0.20% | -4.8% |
| Q1 2020 | $234,000 | -20.4% | 4,547 | +16.8% | 0.21% | +2.0% |
| Q4 2019 | $294,000 | +15.7% | 3,892 | +6.9% | 0.20% | +8.5% |
| Q3 2019 | $254,000 | +5.4% | 3,642 | +8.2% | 0.19% | +4.4% |
| Q2 2019 | $241,000 | +13.1% | 3,367 | +10.4% | 0.18% | +9.0% |
| Q1 2019 | $213,000 | -12.7% | 3,050 | -4.9% | 0.17% | -24.2% |
| Q3 2018 | $244,000 | +6.6% | 3,208 | +3.3% | 0.22% | -2.2% |
| Q2 2018 | $229,000 | – | 3,107 | – | 0.22% | – |
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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% |