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 | $1,248 | -3.7% | 30,124 | +1.8% | 0.53% | +1.7% |
| Q2 2023 | $1,296 | +5.7% | 29,587 | +1.2% | 0.52% | +0.8% |
| Q1 2023 | $1,226 | +3.5% | 29,245 | +0.1% | 0.51% | -2.3% |
| Q4 2022 | $1,184 | -99.9% | 29,218 | +3.6% | 0.53% | +5.4% |
| Q3 2022 | $1,066,000 | -2.2% | 28,202 | +11.4% | 0.50% | +13.4% |
| Q2 2022 | $1,090,000 | -10.1% | 25,310 | -1.2% | 0.44% | -0.7% |
| Q1 2022 | $1,213,000 | -4.3% | 25,623 | +106.9% | 0.44% | -2.4% |
| Q4 2021 | $1,268,000 | +4.2% | 12,386 | +1.9% | 0.45% | +0.4% |
| Q3 2021 | $1,217,000 | -3.3% | 12,155 | +0.6% | 0.45% | -3.4% |
| Q2 2021 | $1,259,000 | -2.7% | 12,084 | -6.9% | 0.47% | +4.2% |
| Q1 2021 | $1,294,000 | +20.6% | 12,985 | +7.7% | 0.45% | +6.7% |
| Q4 2020 | $1,073,000 | +47.0% | 12,053 | +12.9% | 0.42% | +27.2% |
| Q3 2020 | $730,000 | – | 10,680 | – | 0.33% | – |
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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% |