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 | $316,744 | -14.6% | 7,647 | -9.7% | 0.08% | -12.4% |
| Q2 2023 | $371,000 | -34.5% | 8,470 | -37.2% | 0.09% | -36.4% |
| Q1 2023 | $566,000 | -13.3% | 13,493 | -16.2% | 0.14% | -18.1% |
| Q4 2022 | $653,000 | -10.2% | 16,110 | -16.3% | 0.17% | -17.0% |
| Q3 2022 | $727,000 | -54.6% | 19,237 | -53.1% | 0.21% | -52.5% |
| Q2 2022 | $1,600,000 | -86.9% | 41,032 | -84.1% | 0.43% | -85.5% |
| Q1 2022 | $12,248,000 | -13.5% | 258,611 | +87.0% | 2.99% | -15.5% |
| Q4 2021 | $14,158,000 | +3.5% | 138,266 | +1.2% | 3.54% | -6.0% |
| Q3 2021 | $13,674,000 | -2.7% | 136,602 | +1.3% | 3.77% | -3.9% |
| Q2 2021 | $14,048,000 | +75.8% | 134,847 | +68.2% | 3.92% | +55.9% |
| Q1 2021 | $7,990,000 | +134.9% | 80,165 | +109.8% | 2.52% | +114.6% |
| Q4 2020 | $3,401,000 | +21.6% | 38,214 | -6.6% | 1.17% | +7.9% |
| Q3 2020 | $2,797,000 | – | 40,935 | – | 1.09% | – |
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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% |