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 | $521,368 | -7.9% | 12,587 | -2.7% | 0.65% | -15.3% |
| Q2 2023 | $566,368 | +1.7% | 12,931 | -2.7% | 0.76% | -4.5% |
| Q1 2023 | $556,981 | +4.5% | 13,284 | +1.0% | 0.80% | -2.9% |
| Q4 2022 | $532,807 | -7.0% | 13,152 | -1.1% | 0.82% | -4.0% |
| Q2 2022 | $573,000 | -12.3% | 13,300 | -3.5% | 0.86% | -2.8% |
| Q1 2022 | $653,000 | -9.7% | 13,784 | +95.3% | 0.88% | -5.4% |
| Q4 2021 | $723,000 | +1.5% | 7,058 | -0.8% | 0.93% | -6.0% |
| Q3 2021 | $712,000 | -4.2% | 7,116 | -0.3% | 0.99% | -5.6% |
| Q2 2021 | $743,000 | +4.6% | 7,135 | +0.1% | 1.05% | -5.5% |
| Q1 2021 | $710,000 | – | 7,127 | – | 1.11% | – |
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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% |