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 | $1,229 | -3.5% | 29,676 | +2.1% | 0.15% | +30.4% |
| Q2 2023 | $1,273 | +3.7% | 29,057 | -0.7% | 0.12% | -25.3% |
| Q1 2023 | $1,227 | -0.2% | 29,272 | -3.6% | 0.15% | -9.9% |
| Q4 2022 | $1,230 | -99.9% | 30,362 | +3.5% | 0.17% | +6.9% |
| Q3 2022 | $1,109,000 | +66.3% | 29,341 | +71.4% | 0.16% | +72.0% |
| Q2 2022 | $667,000 | -3.2% | 17,115 | +17.6% | 0.09% | +10.7% |
| Q1 2022 | $689,000 | -11.1% | 14,549 | +92.1% | 0.08% | -5.6% |
| Q4 2021 | $775,000 | +17.2% | 7,572 | +14.6% | 0.09% | 0.0% |
| Q3 2021 | $661,000 | +11.5% | 6,607 | +16.0% | 0.09% | +11.2% |
| Q2 2021 | $593,000 | +4.2% | 5,694 | -0.3% | 0.08% | +2.6% |
| Q1 2021 | $569,000 | +14.3% | 5,711 | +2.1% | 0.08% | +6.8% |
| Q4 2020 | $498,000 | +25.4% | 5,596 | -3.8% | 0.07% | +12.3% |
| Q3 2020 | $397,000 | +10.6% | 5,816 | +6.0% | 0.06% | +3.2% |
| Q2 2020 | $359,000 | +36.5% | 5,488 | +7.5% | 0.06% | +10.5% |
| Q1 2020 | $263,000 | -4.7% | 5,104 | +39.9% | 0.06% | +3.6% |
| Q4 2019 | $276,000 | +3.8% | 3,649 | -4.4% | 0.06% | -6.8% |
| Q3 2019 | $266,000 | – | 3,816 | – | 0.06% | – |
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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% |