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 | $2,227,642 | -25.4% | 53,782 | -21.2% | 0.51% | -26.6% |
| Q2 2023 | $2,988,012 | -56.1% | 68,219 | -58.0% | 0.70% | -59.6% |
| Q1 2023 | $6,813,362 | -35.7% | 162,494 | -37.9% | 1.73% | -42.9% |
| Q4 2022 | $10,599,101 | +1.4% | 261,642 | -5.3% | 3.03% | -13.1% |
| Q3 2022 | $10,449,000 | -1.0% | 276,431 | +2.2% | 3.49% | +0.8% |
| Q2 2022 | $10,550,000 | -13.4% | 270,575 | +5.2% | 3.46% | -1.5% |
| Q1 2022 | $12,184,000 | +1.9% | 257,270 | +120.4% | 3.52% | +2.2% |
| Q4 2021 | $11,951,000 | – | 116,709 | – | 3.44% | – |
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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% |