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 | $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% | – |
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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% |