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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,869,398 | +13.7% | 111,173 | +8.8% | 1.52% | +9.9% |
| Q1 2023 | $4,283,046 | +53.4% | 102,148 | +48.2% | 1.38% | +40.3% |
| Q4 2022 | $2,792,844 | -9.3% | 68,942 | -15.4% | 0.99% | -14.5% |
| Q3 2022 | $3,079,000 | -15.9% | 81,466 | -13.3% | 1.15% | -16.9% |
| Q2 2022 | $3,662,000 | -82.7% | 93,919 | -79.0% | 1.39% | -80.0% |
| Q1 2022 | $21,161,000 | +1.8% | 446,818 | +120.0% | 6.93% | +13.4% |
| Q4 2021 | $20,797,000 | +10.5% | 203,094 | +8.0% | 6.11% | -14.1% |
| Q3 2021 | $18,818,000 | +20.2% | 187,988 | +25.1% | 7.11% | +6.5% |
| Q2 2021 | $15,655,000 | +16.7% | 150,269 | +11.6% | 6.68% | +8.1% |
| Q1 2021 | $13,419,000 | +43.2% | 134,632 | +27.9% | 6.18% | +4.9% |
| Q4 2020 | $9,370,000 | +60.1% | 105,276 | +22.9% | 5.89% | +29.3% |
| Q3 2020 | $5,851,000 | +4.0% | 85,643 | -0.5% | 4.56% | -20.8% |
| Q2 2020 | $5,626,000 | +48.7% | 86,101 | +17.3% | 5.75% | +21.0% |
| Q1 2020 | $3,783,000 | – | 73,427 | – | 4.75% | – |
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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% |