SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $4,022,302 | -3.2% | 97,110 | +2.4% | 1.96% | -4.4% |
| Q2 2023 | $4,153,645 | +3.3% | 94,832 | -1.1% | 2.04% | -0.6% |
| Q1 2023 | $4,022,135 | +2.6% | 95,925 | -0.9% | 2.06% | -10.6% |
| Q4 2022 | $3,920,639 | +0.7% | 96,782 | -6.0% | 2.30% | -2.3% |
| Q3 2022 | $3,893,000 | +5.2% | 102,988 | +8.5% | 2.36% | +0.3% |
| Q2 2022 | $3,702,000 | -9.6% | 94,941 | +9.8% | 2.35% | -5.4% |
| Q1 2022 | $4,093,000 | +37.7% | 86,430 | +197.7% | 2.48% | +27.3% |
| Q4 2021 | $2,973,000 | +13.9% | 29,032 | +11.3% | 1.95% | -1.4% |
| Q3 2021 | $2,611,000 | +7.4% | 26,079 | +11.7% | 1.98% | -3.1% |
| Q2 2021 | $2,432,000 | +10.4% | 23,340 | +5.7% | 2.04% | -16.1% |
| Q1 2021 | $2,202,000 | +2.4% | 22,091 | -8.6% | 2.44% | -2.4% |
| Q4 2020 | $2,150,000 | +21.8% | 24,160 | -6.5% | 2.50% | +22.0% |
| Q3 2020 | $1,765,000 | -2.6% | 25,830 | -6.9% | 2.05% | +2.5% |
| Q2 2020 | $1,813,000 | +40.4% | 27,752 | +10.7% | 2.00% | +26.6% |
| Q1 2020 | $1,291,000 | -29.2% | 25,062 | +3.9% | 1.58% | -3.1% |
| Q4 2019 | $1,824,000 | – | 24,111 | – | 1.63% | – |
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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% |