SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $393,770 | -6.3% | 9,502 | -1.0% | 0.00% | -20.0% |
| Q2 2023 | $420,349 | +4.3% | 9,597 | -0.2% | 0.01% | 0.0% |
| Q1 2023 | $403,082 | +2.6% | 9,612 | -0.8% | 0.01% | +25.0% |
| Q4 2022 | $392,697 | +7.3% | 9,694 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $366,000 | -2.1% | 9,700 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $374,000 | -17.6% | 9,584 | -0.5% | 0.00% | -20.0% |
| Q1 2022 | $454,000 | -8.7% | 9,636 | +98.3% | 0.01% | 0.0% |
| Q4 2021 | $497,000 | +6.4% | 4,860 | +4.0% | 0.01% | 0.0% |
| Q3 2021 | $467,000 | -5.1% | 4,674 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $492,000 | +12.8% | 4,749 | -3.0% | 0.01% | 0.0% |
| Q4 2020 | $436,000 | +20.4% | 4,895 | -8.0% | 0.01% | 0.0% |
| Q3 2020 | $362,000 | +4425.0% | 5,319 | +4607.1% | 0.01% | – |
| Q1 2019 | $8,000 | +14.3% | 113 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 113 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | +12.5% | 113 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | – | 113 | – | 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% |