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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $268,363 | +4.5% | 6,127 | 0.0% | 0.22% | +0.9% |
| Q1 2023 | $256,905 | -15.5% | 6,127 | -18.4% | 0.22% | -17.8% |
| Q4 2022 | $304,068 | +7.1% | 7,506 | 0.0% | 0.26% | -4.7% |
| Q3 2022 | $284,000 | -2.1% | 7,506 | +1.1% | 0.28% | +13.1% |
| Q2 2022 | $290,000 | -32.7% | 7,425 | -18.5% | 0.24% | -39.4% |
| Q1 2022 | $431,000 | -7.5% | 9,106 | +100.0% | 0.40% | +3.1% |
| Q4 2021 | $466,000 | +2.0% | 4,553 | -0.3% | 0.39% | +4.0% |
| Q3 2021 | $457,000 | -2.8% | 4,568 | +1.2% | 0.38% | -10.2% |
| Q2 2021 | $470,000 | +46900.0% | 4,515 | +30000.0% | 0.42% | +41900.0% |
| Q1 2021 | $1,000 | – | 15 | – | 0.00% | – |
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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% |