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 | $370,088 | -5.7% | 8,935 | -0.3% | 0.17% | -0.6% |
| Q2 2023 | $392,492 | +11.9% | 8,961 | +7.2% | 0.17% | +11.8% |
| Q1 2023 | $350,661 | +3.1% | 8,363 | -0.4% | 0.15% | +7.0% |
| Q4 2022 | $340,000 | +1.8% | 8,393 | -4.9% | 0.14% | -5.3% |
| Q3 2022 | $334,000 | +12.1% | 8,823 | +15.5% | 0.15% | +18.0% |
| Q2 2022 | $298,000 | -10.2% | 7,637 | +8.9% | 0.13% | -17.4% |
| Q1 2022 | $332,000 | +51.6% | 7,014 | +220.3% | 0.16% | +36.0% |
| Q3 2021 | $219,000 | -3.9% | 2,190 | 0.0% | 0.11% | -8.1% |
| Q2 2021 | $228,000 | +4.6% | 2,190 | 0.0% | 0.12% | -4.6% |
| Q1 2021 | $218,000 | +45.3% | 2,190 | 0.0% | 0.13% | +10.2% |
| Q3 2020 | $150,000 | – | 2,190 | – | 0.12% | – |
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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% |