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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,330 | +278.4% | 350 | +250.0% | 0.01% | +250.0% |
| Q4 2022 | $4,051 | -63.2% | 100 | -67.0% | 0.00% | -66.7% |
| Q3 2022 | $11,000 | -31.2% | 303 | -25.2% | 0.01% | -25.0% |
| Q2 2022 | $16,000 | -48.4% | 405 | -37.6% | 0.01% | -38.5% |
| Q1 2022 | $31,000 | +19.2% | 649 | +156.5% | 0.01% | +30.0% |
| Q4 2021 | $26,000 | +4.0% | 253 | +0.4% | 0.01% | -9.1% |
| Q3 2021 | $25,000 | -97.4% | 252 | -97.3% | 0.01% | -97.6% |
| Q2 2021 | $978,000 | +25.7% | 9,389 | +20.3% | 0.46% | +8.4% |
| Q1 2021 | $778,000 | +2.4% | 7,806 | -8.6% | 0.43% | +2.6% |
| Q4 2020 | $760,000 | – | 8,544 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |