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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |