SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,672,957 | -5.3% | 64,533 | +0.1% | 2.52% | -0.4% |
| Q2 2023 | $2,823,917 | +4.4% | 64,473 | -0.1% | 2.53% | +3.8% |
| Q1 2023 | $2,704,946 | +3.7% | 64,511 | +0.2% | 2.44% | +2.9% |
| Q4 2022 | $2,608,479 | +6.6% | 64,391 | -0.5% | 2.37% | -1.2% |
| Q3 2022 | $2,447,000 | -0.7% | 64,730 | +2.4% | 2.40% | +7.0% |
| Q2 2022 | $2,465,000 | -16.4% | 63,215 | +1.6% | 2.24% | -0.7% |
| Q1 2022 | $2,948,000 | -5.5% | 62,240 | +104.2% | 2.26% | -1.5% |
| Q4 2021 | $3,121,000 | +5.9% | 30,481 | +3.6% | 2.29% | -1.2% |
| Q3 2021 | $2,947,000 | -1.5% | 29,436 | +2.5% | 2.32% | +1.0% |
| Q2 2021 | $2,992,000 | +5.5% | 28,716 | +0.9% | 2.29% | -1.8% |
| Q1 2021 | $2,837,000 | +19.8% | 28,466 | +7.0% | 2.34% | +2.2% |
| Q4 2020 | $2,368,000 | – | 26,605 | – | 2.29% | – |
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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% |