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 | $235,252 | +1.6% | 5,680 | +7.4% | 0.06% | +5.0% |
| Q2 2023 | $231,586 | -75.9% | 5,287 | -77.0% | 0.06% | -75.7% |
| Q1 2023 | $962,884 | -9.8% | 22,964 | -12.9% | 0.25% | -19.3% |
| Q4 2022 | $1,067,671 | +19.3% | 26,356 | +11.4% | 0.31% | -2.5% |
| Q3 2022 | $895,000 | -34.5% | 23,669 | -32.5% | 0.31% | -34.2% |
| Q2 2022 | $1,367,000 | -6.1% | 35,073 | +14.1% | 0.48% | +10.7% |
| Q1 2022 | $1,456,000 | +42.9% | 30,751 | +209.0% | 0.43% | +23.9% |
| Q4 2021 | $1,019,000 | – | 9,952 | – | 0.35% | – |
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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% |