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 | $3,991,817 | +16.8% | 96,374 | +23.5% | 0.12% | +8.8% |
| Q2 2023 | $3,417,560 | +24.9% | 78,026 | +19.6% | 0.11% | +15.3% |
| Q1 2023 | $2,735,440 | +13.5% | 65,238 | +9.6% | 0.10% | +2.1% |
| Q4 2022 | $2,410,855 | +18.8% | 59,513 | +10.9% | 0.10% | +9.1% |
| Q3 2022 | $2,029,000 | -3.9% | 53,672 | -0.1% | 0.09% | 0.0% |
| Q2 2022 | $2,112,000 | -10.3% | 53,709 | +5.1% | 0.09% | -3.3% |
| Q1 2022 | $2,355,000 | +0.3% | 51,079 | +117.4% | 0.09% | +3.4% |
| Q4 2021 | $2,349,000 | +3.2% | 23,495 | +4.3% | 0.09% | -11.1% |
| Q3 2021 | $2,277,000 | -2.1% | 22,530 | -0.1% | 0.10% | -11.6% |
| Q2 2021 | $2,327,000 | +1.1% | 22,546 | -1.9% | 0.11% | -15.8% |
| Q1 2021 | $2,302,000 | – | 22,973 | – | 0.13% | – |
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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% |