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 | $1,305,817 | +176.0% | 31,842 | +192.2% | 0.06% | +6.6% |
| Q2 2023 | $473,174 | -61.4% | 10,898 | -62.9% | 0.06% | -1.6% |
| Q1 2023 | $1,226,624 | -16.4% | 29,407 | -18.8% | 0.06% | -8.8% |
| Q4 2022 | $1,467,217 | +2.3% | 36,219 | -4.5% | 0.07% | -20.9% |
| Q3 2022 | $1,434,000 | +40.5% | 37,942 | +44.9% | 0.09% | +45.8% |
| Q2 2022 | $1,021,000 | -9.9% | 26,179 | +9.4% | 0.06% | +43.9% |
| Q1 2022 | $1,133,000 | -3.2% | 23,927 | +109.2% | 0.04% | -4.7% |
| Q4 2021 | $1,171,000 | – | 11,438 | – | 0.04% | – |
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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% |