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 | $972,937 | -5.5% | 23,490 | -0.1% | 0.49% | -1.8% |
| Q2 2023 | $1,029,479 | +26.3% | 23,504 | +20.9% | 0.50% | +19.2% |
| Q1 2023 | $815,127 | +2.7% | 19,440 | -0.7% | 0.42% | -6.6% |
| Q4 2022 | $793,435 | +5.9% | 19,586 | -1.2% | 0.45% | -3.6% |
| Q3 2022 | $749,000 | -8.2% | 19,822 | +2.2% | 0.47% | +0.6% |
| Q2 2022 | $816,000 | +9.2% | 19,394 | +15.2% | 0.47% | +15.1% |
| Q1 2022 | $747,000 | -6.2% | 16,835 | +102.6% | 0.40% | -3.1% |
| Q4 2021 | $796,000 | -3.5% | 8,309 | +9.9% | 0.42% | -1.4% |
| Q3 2021 | $825,000 | +9.9% | 7,563 | +2.7% | 0.42% | +3.2% |
| Q2 2021 | $751,000 | +3.9% | 7,362 | +2.7% | 0.41% | -1.2% |
| Q1 2021 | $723,000 | +50.6% | 7,169 | +48.3% | 0.42% | +46.0% |
| Q4 2020 | $480,000 | +35.6% | 4,835 | +0.5% | 0.28% | +13.1% |
| Q3 2020 | $354,000 | +12.4% | 4,810 | +4.8% | 0.25% | +3.3% |
| Q2 2020 | $315,000 | +17.1% | 4,591 | -1.5% | 0.24% | -4.3% |
| Q1 2020 | $269,000 | +26.3% | 4,659 | +64.0% | 0.26% | +28.8% |
| Q4 2019 | $213,000 | – | 2,840 | – | 0.20% | – |
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% |