SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $87,728 | -5.4% | 2,118 | 0.0% | 0.02% | -4.3% |
Q2 2023 | $92,769 | -1.7% | 2,118 | -5.9% | 0.02% | -11.5% |
Q1 2023 | $94,343 | +3.3% | 2,250 | -0.2% | 0.03% | -3.7% |
Q4 2022 | $91,310 | -12.2% | 2,254 | -17.8% | 0.03% | -22.9% |
Q3 2022 | $104,000 | +50.7% | 2,743 | +89.4% | 0.04% | +66.7% |
Q1 2022 | $69,000 | -10.4% | 1,448 | +92.6% | 0.02% | -8.7% |
Q4 2021 | $77,000 | – | 752 | – | 0.02% | – |
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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% |