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 | $20,587,051 | -3.7% | 497,025 | +1.9% | 8.37% | -0.9% |
| Q2 2023 | $21,369,042 | +8.3% | 487,853 | +3.7% | 8.45% | +0.5% |
| Q1 2023 | $19,731,715 | +4.3% | 470,550 | +0.8% | 8.41% | -0.7% |
| Q4 2022 | $18,923,254 | +10.1% | 466,674 | +2.5% | 8.46% | +0.0% |
| Q3 2022 | $17,185,000 | -3.9% | 455,103 | -0.8% | 8.46% | -0.8% |
| Q2 2022 | $17,877,000 | -12.8% | 458,627 | +5.9% | 8.53% | +2.7% |
| Q1 2022 | $20,505,000 | -2.8% | 432,932 | +110.2% | 8.31% | +2.7% |
| Q4 2021 | $21,092,000 | +5.1% | 205,964 | +2.7% | 8.09% | -2.8% |
| Q3 2021 | $20,067,000 | -0.0% | 200,468 | +4.1% | 8.32% | -1.3% |
| Q2 2021 | $20,070,000 | +4.6% | 192,616 | +0.1% | 8.43% | -2.0% |
| Q1 2021 | $19,189,000 | +3.7% | 192,446 | -7.4% | 8.61% | -2.6% |
| Q4 2020 | $18,496,000 | +32.0% | 207,907 | +1.4% | 8.84% | +10.3% |
| Q3 2020 | $14,011,000 | +5.7% | 205,126 | +1.2% | 8.01% | -1.0% |
| Q2 2020 | $13,254,000 | +30.0% | 202,751 | +2.3% | 8.09% | +6.3% |
| Q1 2020 | $10,199,000 | -20.2% | 198,176 | +17.4% | 7.61% | -1.5% |
| Q4 2019 | $12,778,000 | +13.1% | 168,755 | +4.1% | 7.73% | +3.5% |
| Q3 2019 | $11,300,000 | -0.6% | 162,058 | +2.0% | 7.46% | -2.8% |
| Q2 2019 | $11,367,000 | +2.9% | 158,941 | +0.6% | 7.68% | -0.3% |
| Q1 2019 | $11,050,000 | +18.7% | 157,937 | +3.0% | 7.70% | +6.7% |
| Q4 2018 | $9,307,000 | -35.2% | 153,263 | -18.7% | 7.22% | -27.5% |
| Q3 2018 | $14,360,000 | +6.1% | 188,446 | +2.5% | 9.95% | +0.1% |
| Q2 2018 | $13,538,000 | +9.6% | 183,872 | +2.8% | 9.94% | +4.0% |
| Q1 2018 | $12,355,000 | +2.1% | 178,905 | +3.1% | 9.56% | +2.0% |
| Q4 2017 | $12,101,000 | – | 173,520 | – | 9.37% | – |
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% |