SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,907,974 | -5.3% | 94,350 | +0.1% | 2.00% | +1.7% |
| Q2 2023 | $4,128,141 | +4.0% | 94,250 | -0.5% | 1.97% | -1.7% |
| Q1 2023 | $3,970,254 | -10.2% | 94,688 | -13.3% | 2.00% | -10.4% |
| Q4 2022 | $4,422,669 | +11.4% | 109,175 | +4.0% | 2.24% | +1.5% |
| Q3 2022 | $3,969,000 | -8.2% | 104,992 | -5.3% | 2.20% | -0.0% |
| Q2 2022 | $4,323,000 | -19.7% | 110,865 | -2.4% | 2.20% | -7.3% |
| Q1 2022 | $5,381,000 | +2.7% | 113,606 | +122.0% | 2.38% | +0.7% |
| Q4 2021 | $5,240,000 | +3.1% | 51,173 | +0.8% | 2.36% | -3.8% |
| Q3 2021 | $5,082,000 | +5.2% | 50,770 | +9.5% | 2.45% | +4.6% |
| Q2 2021 | $4,830,000 | +3.4% | 46,358 | -1.1% | 2.35% | -1.2% |
| Q1 2021 | $4,670,000 | -0.7% | 46,854 | -11.3% | 2.38% | -10.1% |
| Q4 2020 | $4,703,000 | +22.9% | 52,841 | -5.7% | 2.64% | +10.4% |
| Q3 2020 | $3,827,000 | +3.5% | 56,020 | -1.0% | 2.40% | +1.6% |
| Q2 2020 | $3,697,000 | +1.9% | 56,583 | -19.6% | 2.36% | -11.9% |
| Q1 2020 | $3,628,000 | +29.6% | 70,413 | +90.2% | 2.68% | +50.1% |
| Q4 2019 | $2,800,000 | +8.5% | 37,017 | +0.0% | 1.78% | +4.3% |
| Q3 2019 | $2,580,000 | -7.4% | 37,003 | -5.1% | 1.71% | -6.6% |
| Q2 2019 | $2,787,000 | -1.2% | 38,988 | -3.3% | 1.83% | -4.3% |
| Q1 2019 | $2,820,000 | +17.9% | 40,326 | +2.3% | 1.91% | +0.9% |
| Q4 2018 | $2,391,000 | +127.7% | 39,410 | +185.9% | 1.90% | +145.9% |
| Q3 2018 | $1,050,000 | +4.2% | 13,785 | +0.6% | 0.77% | +0.1% |
| Q2 2018 | $1,008,000 | – | 13,705 | – | 0.77% | – |
Download | ||||||
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% |