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 | $12,762 | +9.0% | 308 | +15.4% | 0.01% | +25.0% |
| Q2 2023 | $11,710 | +14.6% | 267 | +9.4% | 0.00% | -20.0% |
| Q1 2023 | $10,216 | +14.1% | 244 | +10.4% | 0.01% | -16.7% |
| Q4 2022 | $8,951 | +11.9% | 221 | +8.9% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 203 | +2.0% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | -55.6% | 199 | -50.0% | 0.01% | -53.8% |
| Q1 2022 | $18,000 | +80.0% | 398 | +302.0% | 0.01% | +62.5% |
| Q4 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $10,000 | 0.0% | 99 | +1.0% | 0.01% | -12.5% |
| Q1 2021 | $10,000 | +11.1% | 98 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $9,000 | -81.2% | 98 | -84.5% | 0.01% | -71.9% |
| Q3 2018 | $48,000 | +2.1% | 634 | +0.2% | 0.03% | -5.9% |
| Q2 2018 | $47,000 | +6.8% | 633 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $44,000 | +29.4% | 633 | +0.2% | 0.03% | +36.0% |
| Q4 2017 | $34,000 | – | 632 | – | 0.02% | – |
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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% |