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 | $341,508 | -3.4% | 8,245 | +2.1% | 0.21% | -0.9% |
| Q2 2023 | $353,554 | +22.3% | 8,072 | +17.0% | 0.21% | +14.6% |
| Q1 2023 | $289,191 | +7.2% | 6,897 | +3.5% | 0.18% | 0.0% |
| Q4 2022 | $269,837 | +10.6% | 6,661 | +3.4% | 0.18% | -3.1% |
| Q3 2022 | $244,000 | +15.1% | 6,443 | +18.7% | 0.19% | +24.8% |
| Q2 2022 | $212,000 | -38.0% | 5,426 | -24.9% | 0.15% | -29.5% |
| Q1 2022 | $342,000 | -9.0% | 7,223 | +96.5% | 0.22% | -6.1% |
| Q4 2021 | $376,000 | +15.7% | 3,676 | +23.1% | 0.23% | +9.0% |
| Q3 2021 | $325,000 | – | 2,986 | – | 0.21% | – |
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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% |