SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,324 | +3.3% | 13,359 | +9.3% | 0.09% | +1.2% |
| Q2 2023 | $535,445 | +4.4% | 12,225 | -0.0% | 0.09% | -36.8% |
| Q1 2023 | $512,717 | +891.5% | 12,228 | +858.3% | 0.14% | +580.0% |
| Q4 2022 | $51,709 | +7.7% | 1,276 | 0.0% | 0.02% | -9.1% |
| Q3 2022 | $48,000 | +6.7% | 1,276 | +11.2% | 0.02% | +4.8% |
| Q2 2022 | $45,000 | +650.0% | 1,147 | +782.3% | 0.02% | +950.0% |
| Q1 2022 | $6,000 | -72.7% | 130 | -39.5% | 0.00% | -80.0% |
| Q4 2021 | $22,000 | 0.0% | 215 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $22,000 | +450.0% | 215 | +437.5% | 0.01% | +450.0% |
| Q2 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 40 | -31.0% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | -40.0% | 58 | -12.1% | 0.00% | -33.3% |
| Q4 2019 | $5,000 | – | 66 | – | 0.00% | – |
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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% |