SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,308,906 | +1.8% | 200,601 | +7.6% | 0.95% | +3.0% |
| Q2 2023 | $8,164,935 | +12.1% | 186,414 | +7.3% | 0.93% | +5.7% |
| Q1 2023 | $7,282,726 | -7.7% | 173,688 | -10.8% | 0.88% | -15.9% |
| Q4 2022 | $7,891,740 | +8.5% | 194,810 | +1.2% | 1.04% | -2.5% |
| Q3 2022 | $7,276,000 | +0.6% | 192,491 | +3.8% | 1.07% | +1.0% |
| Q2 2022 | $7,232,000 | -18.2% | 185,488 | -0.7% | 1.06% | -6.0% |
| Q1 2022 | $8,844,000 | -12.3% | 186,745 | +89.5% | 1.12% | -15.9% |
| Q4 2021 | $10,090,000 | +18.5% | 98,535 | +15.8% | 1.34% | -12.9% |
| Q3 2021 | $8,517,000 | +3.7% | 85,081 | +7.9% | 1.54% | +3.3% |
| Q2 2021 | $8,217,000 | +35.4% | 78,876 | +29.5% | 1.49% | +12.4% |
| Q1 2021 | $6,069,000 | – | 60,886 | – | 1.32% | – |
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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% |