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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,801,278 | +7.0% | 69,150 | -0.1% | 2.31% | +4.5% |
| Q3 2022 | $2,617,000 | -5.2% | 69,221 | -2.8% | 2.21% | -0.5% |
| Q2 2022 | $2,760,000 | -23.0% | 71,184 | -5.9% | 2.22% | +3.6% |
| Q1 2022 | $3,583,000 | -4.3% | 75,664 | +107.0% | 2.14% | +6.8% |
| Q4 2021 | $3,744,000 | +10.4% | 36,561 | +8.0% | 2.00% | -0.9% |
| Q3 2021 | $3,390,000 | -2.9% | 33,864 | +1.0% | 2.02% | -2.7% |
| Q2 2021 | $3,492,000 | -4.1% | 33,515 | -7.8% | 2.08% | -11.5% |
| Q1 2021 | $3,640,000 | +8.8% | 36,336 | -3.0% | 2.35% | -1.3% |
| Q4 2020 | $3,347,000 | +31.2% | 37,442 | +0.2% | 2.38% | -7.0% |
| Q3 2020 | $2,552,000 | +53.1% | 37,359 | +16.1% | 2.56% | +30.4% |
| Q1 2020 | $1,667,000 | -37.3% | 32,170 | -8.5% | 1.96% | -21.2% |
| Q4 2019 | $2,658,000 | – | 35,141 | – | 2.49% | – |
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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% |