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 | $580 | -59.4% | 14 | -57.6% | 0.00% | -100.0% |
| Q2 2023 | $1,427 | +4.6% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,364 | -44.3% | 33 | -45.0% | 0.00% | 0.0% |
| Q4 2022 | $2,449 | +22.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -33.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 60 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +50.0% | 30 | +87.5% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | – | 16 | – | 0.00% | – |
Download | ||||||
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% |