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 | $1,871,487 | -10.4% | 45,183 | -5.2% | 0.30% | -9.6% |
| Q2 2023 | $2,087,823 | +5.8% | 47,667 | +1.3% | 0.33% | -0.9% |
| Q1 2023 | $1,973,961 | -1.5% | 47,078 | -4.8% | 0.34% | -7.2% |
| Q4 2022 | $2,003,005 | -8.3% | 49,445 | -14.4% | 0.36% | -6.2% |
| Q3 2022 | $2,184,000 | -1.6% | 57,770 | +1.5% | 0.38% | -4.7% |
| Q2 2022 | $2,219,000 | -8.5% | 56,920 | +1.1% | 0.40% | -12.4% |
| Q1 2022 | $2,426,000 | -20.1% | 56,318 | +90.0% | 0.46% | -32.5% |
| Q4 2021 | $3,035,000 | +26.0% | 29,641 | +23.2% | 0.68% | +5.7% |
| Q3 2021 | $2,409,000 | +561.8% | 24,062 | +589.1% | 0.65% | +471.7% |
| Q2 2021 | $364,000 | +36.8% | 3,492 | -0.6% | 0.11% | -27.1% |
| Q4 2019 | $266,000 | +0.4% | 3,512 | -9.3% | 0.16% | -12.4% |
| Q3 2019 | $265,000 | -8.3% | 3,874 | -3.8% | 0.18% | -10.6% |
| Q2 2019 | $289,000 | +18.4% | 4,026 | +16.9% | 0.20% | +8.8% |
| Q1 2019 | $244,000 | +9.9% | 3,443 | -5.9% | 0.18% | +11.7% |
| Q4 2018 | $222,000 | -19.9% | 3,659 | -0.4% | 0.16% | -11.4% |
| Q3 2018 | $277,000 | +0.7% | 3,675 | -1.8% | 0.18% | -8.5% |
| Q2 2018 | $275,000 | +8.3% | 3,744 | +1.8% | 0.20% | -5.6% |
| Q1 2018 | $254,000 | -9.0% | 3,679 | -8.0% | 0.21% | -0.5% |
| Q4 2017 | $279,000 | +1.5% | 4,000 | -1.9% | 0.21% | -11.2% |
| Q3 2017 | $275,000 | +21.7% | 4,078 | +15.2% | 0.24% | +7.6% |
| Q2 2017 | $226,000 | – | 3,541 | – | 0.22% | – |
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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% |