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 | $745,933 | -6.2% | 18,009 | -5.0% | 0.54% | -6.8% |
| Q2 2023 | $794,993 | 0.0% | 18,960 | 0.0% | 0.58% | 0.0% |
| Q1 2023 | $794,993 | +3.5% | 18,960 | 0.0% | 0.58% | -0.2% |
| Q4 2022 | $768,070 | +11.6% | 18,960 | +4.1% | 0.58% | +6.2% |
| Q3 2022 | $688,000 | -3.2% | 18,210 | -0.1% | 0.54% | +4.8% |
| Q2 2022 | $711,000 | -17.6% | 18,235 | +0.0% | 0.52% | -3.5% |
| Q1 2022 | $863,000 | -7.0% | 18,230 | +101.1% | 0.54% | -3.8% |
| Q4 2021 | $928,000 | +4.0% | 9,067 | +1.7% | 0.56% | -4.8% |
| Q3 2021 | $892,000 | -1.9% | 8,916 | +2.2% | 0.59% | -6.1% |
| Q2 2021 | $909,000 | +7.1% | 8,722 | +2.3% | 0.62% | -1.4% |
| Q1 2021 | $849,000 | +14.0% | 8,523 | +1.8% | 0.63% | +2.3% |
| Q4 2020 | $745,000 | +46.7% | 8,375 | +12.7% | 0.62% | +28.4% |
| Q3 2020 | $508,000 | +3.3% | 7,430 | -1.3% | 0.48% | -6.8% |
| Q2 2020 | $492,000 | +31.2% | 7,525 | +3.5% | 0.52% | +13.8% |
| Q1 2020 | $375,000 | -29.0% | 7,273 | +4.2% | 0.46% | -9.5% |
| Q4 2019 | $528,000 | – | 6,979 | – | 0.50% | – |
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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% |