SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,264 | -45.6% | 17,848 | -42.5% | 0.39% | -45.5% |
| Q2 2023 | $1,360,165 | -15.7% | 31,054 | -19.3% | 0.72% | -18.1% |
| Q1 2023 | $1,612,611 | -20.5% | 38,460 | -23.2% | 0.88% | -26.2% |
| Q4 2022 | $2,029,436 | -27.2% | 50,097 | -32.1% | 1.19% | -31.6% |
| Q3 2022 | $2,789,000 | -13.0% | 73,777 | -10.3% | 1.73% | -9.1% |
| Q2 2022 | $3,207,000 | -25.6% | 82,262 | -9.6% | 1.91% | -9.4% |
| Q1 2022 | $4,308,000 | -6.5% | 90,957 | +102.2% | 2.10% | -6.4% |
| Q4 2021 | $4,606,000 | +0.1% | 44,982 | -2.1% | 2.25% | -4.3% |
| Q3 2021 | $4,601,000 | -1.2% | 45,962 | +2.8% | 2.35% | -2.8% |
| Q2 2021 | $4,658,000 | +171.9% | 44,712 | +160.2% | 2.42% | +146.3% |
| Q1 2021 | $1,713,000 | – | 17,184 | – | 0.98% | – |
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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% |