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 | $4,385,381 | -4.8% | 105,876 | +0.6% | 0.95% | -3.1% |
| Q2 2023 | $4,607,518 | -12.6% | 105,194 | -16.3% | 0.98% | -13.7% |
| Q1 2023 | $5,271,240 | -3.2% | 125,715 | -6.5% | 1.14% | -9.3% |
| Q4 2022 | $5,447,188 | +5.3% | 134,465 | -1.7% | 1.26% | -4.9% |
| Q3 2022 | $5,172,000 | -2.5% | 136,818 | +0.5% | 1.32% | +7.1% |
| Q2 2022 | $5,307,000 | -10.3% | 136,123 | +9.0% | 1.23% | -3.7% |
| Q1 2022 | $5,914,000 | -4.4% | 124,866 | +106.6% | 1.28% | -0.6% |
| Q4 2021 | $6,188,000 | +8.7% | 60,434 | +6.2% | 1.29% | -0.9% |
| Q3 2021 | $5,695,000 | +0.5% | 56,894 | +4.6% | 1.30% | -5.0% |
| Q2 2021 | $5,665,000 | +11.0% | 54,374 | +6.2% | 1.37% | -0.7% |
| Q1 2021 | $5,105,000 | +22.7% | 51,218 | +9.6% | 1.38% | +15.1% |
| Q4 2020 | $4,160,000 | – | 46,743 | – | 1.20% | – |
Download | ||||||
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% |