SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,776,648 | -7.0% | 42,893 | -1.6% | 1.52% | -4.1% |
| Q2 2023 | $1,910,024 | +5.4% | 43,608 | +0.9% | 1.58% | -2.3% |
| Q1 2023 | $1,812,094 | -7.9% | 43,238 | -2.6% | 1.62% | -8.5% |
| Q4 2022 | $1,966,555 | +16.6% | 44,402 | +1.3% | 1.77% | -1.3% |
| Q3 2022 | $1,687,000 | +4.5% | 43,817 | +6.8% | 1.79% | +6.9% |
| Q2 2022 | $1,614,000 | +6.0% | 41,033 | +24.3% | 1.68% | +20.9% |
| Q1 2022 | $1,522,000 | +3.0% | 32,998 | +108.4% | 1.39% | +1.8% |
| Q4 2021 | $1,477,000 | – | 15,835 | – | 1.36% | – |
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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% |