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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,437,150 | -10.9% | 34,697 | -5.8% | 0.01% | -12.5% |
| Q2 2023 | $1,612,585 | +11.7% | 36,817 | +7.0% | 0.02% | 0.0% |
| Q1 2023 | $1,443,365 | +6.1% | 34,423 | +2.5% | 0.02% | +33.3% |
| Q4 2022 | $1,360,852 | -99.8% | 33,593 | -26.9% | 0.01% | +33.3% |
| Q3 2022 | $868,868,000 | +18970.9% | 45,946 | -60.7% | 0.01% | -80.9% |
| Q2 2022 | $4,556,000 | +397.4% | 116,862 | +504.3% | 0.05% | +370.0% |
| Q1 2022 | $916,000 | -4.8% | 19,337 | +105.9% | 0.01% | 0.0% |
| Q4 2021 | $962,000 | -93.8% | 9,391 | -94.0% | 0.01% | -93.6% |
| Q3 2021 | $15,635,000 | +1330.5% | 156,193 | +1389.4% | 0.16% | +1200.0% |
| Q2 2021 | $1,093,000 | +7.3% | 10,487 | +2.6% | 0.01% | -7.7% |
| Q1 2021 | $1,019,000 | -93.3% | 10,222 | -94.0% | 0.01% | -92.6% |
| Q4 2020 | $15,223,000 | -96.8% | 170,663 | +168873.3% | 0.18% | +1855.6% |
| Q3 2020 | $472,000,000 | – | 101 | – | 0.01% | – |
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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% |