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 2022 | $6,011,000 | +115.9% | 158,999 | +122.7% | 0.17% | +115.4% |
| Q2 2022 | $2,784,000 | -87.8% | 71,392 | -85.2% | 0.08% | -85.6% |
| Q1 2022 | $22,860,000 | -18.6% | 482,683 | +76.0% | 0.54% | -24.3% |
| Q4 2021 | $28,084,000 | +5.3% | 274,254 | +3.0% | 0.72% | -10.1% |
| Q3 2021 | $26,666,000 | +6.5% | 266,389 | +10.8% | 0.80% | -10.3% |
| Q2 2021 | $25,047,000 | +44.4% | 240,418 | +38.2% | 0.89% | +1.7% |
| Q1 2021 | $17,340,000 | – | 173,979 | – | 0.87% | – |
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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% |