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 | $2,049,047 | -5.4% | 49,470 | +0.1% | 1.43% | -1.2% |
Q2 2023 | $2,165,472 | +1.3% | 49,440 | -3.0% | 1.45% | -2.6% |
Q1 2023 | $2,137,508 | +3.1% | 50,978 | -0.4% | 1.49% | -4.1% |
Q4 2022 | $2,073,788 | +4.9% | 51,192 | -2.1% | 1.55% | +0.1% |
Q3 2022 | $1,976,000 | -3.5% | 52,267 | -0.5% | 1.55% | +7.4% |
Q2 2022 | $2,048,000 | -25.0% | 52,527 | -8.9% | 1.44% | -13.0% |
Q1 2022 | $2,731,000 | -6.7% | 57,657 | +101.6% | 1.66% | -10.7% |
Q4 2021 | $2,928,000 | +2.3% | 28,598 | +0.0% | 1.86% | +9.7% |
Q3 2021 | $2,862,000 | -5.4% | 28,594 | -1.5% | 1.70% | -6.1% |
Q2 2021 | $3,024,000 | +3.9% | 29,026 | -0.6% | 1.81% | +39.2% |
Q1 2021 | $2,911,000 | +13.6% | 29,207 | +1.5% | 1.30% | -27.4% |
Q4 2020 | $2,562,000 | +26.7% | 28,781 | -2.8% | 1.79% | -5.2% |
Q3 2020 | $2,022,000 | -1.2% | 29,599 | -5.5% | 1.89% | +2.4% |
Q2 2020 | $2,047,000 | +19.2% | 31,327 | -6.1% | 1.84% | -3.6% |
Q1 2020 | $1,718,000 | -41.0% | 33,354 | -13.3% | 1.91% | -27.8% |
Q4 2019 | $2,910,000 | +4.2% | 38,478 | -3.9% | 2.65% | -8.0% |
Q3 2019 | $2,792,000 | -10.0% | 40,040 | -7.7% | 2.88% | -11.6% |
Q2 2019 | $3,101,000 | -90.8% | 43,387 | -98.2% | 3.25% | +29.1% |
Q1 2019 | $33,877,000 | – | 2,431,607 | – | 2.52% | – |
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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% |