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 | $348,057 | -16.5% | 8,936 | -2.3% | 0.11% | -8.1% |
| Q2 2023 | $416,646 | +6.6% | 9,145 | -1.9% | 0.12% | -3.1% |
| Q1 2023 | $390,830 | -5.4% | 9,321 | -0.1% | 0.13% | -9.9% |
| Q4 2022 | $413,226 | +6.2% | 9,330 | -0.4% | 0.14% | -4.1% |
| Q3 2022 | $389,000 | +4.6% | 9,365 | -1.7% | 0.15% | -1.3% |
| Q2 2022 | $372,000 | -13.9% | 9,531 | +1.5% | 0.15% | -2.0% |
| Q1 2022 | $432,000 | -9.1% | 9,386 | +102.2% | 0.15% | -18.6% |
| Q4 2021 | $475,000 | +2.6% | 4,641 | +0.4% | 0.19% | -16.1% |
| Q3 2021 | $463,000 | -2.9% | 4,622 | +1.0% | 0.22% | -0.9% |
| Q2 2021 | $477,000 | +2.8% | 4,578 | -0.4% | 0.23% | -3.0% |
| Q1 2021 | $464,000 | +13.7% | 4,598 | +0.2% | 0.23% | -19.4% |
| Q4 2020 | $408,000 | – | 4,589 | – | 0.29% | – |
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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% |