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 | $112,290 | +1.6% | 2,711 | +7.5% | 0.08% | 0.0% |
| Q2 2023 | $110,508 | +4.1% | 2,523 | -0.3% | 0.08% | +7.0% |
| Q1 2023 | $106,125 | +1601.0% | 2,531 | +1543.5% | 0.07% | +1320.0% |
| Q4 2022 | $6,239 | +4.0% | 154 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 154 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $6,000 | -97.1% | 154 | -96.5% | 0.01% | -96.2% |
| Q1 2022 | $210,000 | -3.2% | 4,442 | +109.3% | 0.16% | -1.2% |
| Q4 2021 | $217,000 | +9.6% | 2,122 | +7.2% | 0.16% | +9.6% |
| Q3 2021 | $198,000 | -6.6% | 1,980 | -2.8% | 0.15% | -38.9% |
| Q2 2021 | $212,000 | +11.6% | 2,038 | +7.7% | 0.24% | +43.1% |
| Q1 2021 | $190,000 | +21.0% | 1,892 | +7.0% | 0.17% | +7.7% |
| Q4 2020 | $157,000 | – | 1,768 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |