SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $231,863 | -6.3% | 5,598 | -0.9% | 0.09% | -4.3% |
| Q2 2023 | $247,441 | +4.2% | 5,649 | -0.2% | 0.09% | -5.2% |
| Q1 2023 | $237,405 | +3.8% | 5,662 | +0.3% | 0.10% | -3.0% |
| Q4 2022 | $228,662 | +7.4% | 5,645 | +0.0% | 0.10% | -1.0% |
| Q3 2022 | $213,000 | -3.2% | 5,643 | +0.0% | 0.10% | +3.1% |
| Q2 2022 | $220,000 | -38.4% | 5,641 | -25.3% | 0.10% | -31.0% |
| Q1 2022 | $357,000 | -46.1% | 7,547 | +16.7% | 0.14% | -47.2% |
| Q4 2021 | $662,000 | – | 6,465 | – | 0.27% | – |
Download | ||||||
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% |