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 | $386,537 | -7.1% | 9,327 | -1.8% | 0.02% | -4.2% |
| Q2 2023 | $416,175 | +4.0% | 9,501 | -0.5% | 0.02% | -4.0% |
| Q1 2023 | $400,232 | +2.2% | 9,545 | -1.3% | 0.02% | -10.7% |
| Q4 2022 | $391,685 | +7.6% | 9,669 | +0.4% | 0.03% | -6.7% |
| Q3 2022 | $364,000 | -99.9% | 9,633 | +0.3% | 0.03% | +7.1% |
| Q2 2022 | $374,635,000 | +81877.0% | 9,608 | -0.5% | 0.03% | -6.7% |
| Q1 2022 | $457,000 | -9.7% | 9,654 | +95.1% | 0.03% | -9.1% |
| Q4 2021 | $506,000 | +2.6% | 4,949 | +0.3% | 0.03% | -5.7% |
| Q3 2021 | $493,000 | -6.1% | 4,932 | -2.2% | 0.04% | -16.7% |
| Q2 2021 | $525,000 | -3.8% | 5,042 | -8.1% | 0.04% | -8.7% |
| Q1 2021 | $546,000 | -3.5% | 5,486 | -13.8% | 0.05% | -25.8% |
| Q4 2020 | $566,000 | – | 6,367 | – | 0.06% | – |
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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% |