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 | $14,804,981 | -5.0% | 357,436 | +0.4% | 6.38% | -2.1% |
Q2 2023 | $15,591,730 | +13.4% | 355,976 | +8.6% | 6.52% | +3.6% |
Q1 2023 | $13,746,484 | +74.2% | 327,844 | +68.3% | 6.29% | +56.0% |
Q4 2022 | $7,890,175 | +10.7% | 194,771 | +3.3% | 4.04% | -3.5% |
Q3 2022 | $7,127,000 | +14.1% | 188,536 | +17.6% | 4.18% | +20.4% |
Q2 2022 | $6,249,000 | -1.0% | 160,280 | +20.2% | 3.47% | +6.4% |
Q1 2022 | $6,315,000 | +46.3% | 133,337 | +216.3% | 3.26% | +38.4% |
Q4 2021 | $4,316,000 | – | 42,150 | – | 2.36% | – |
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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% |