SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,881,640 | -0.0% | 142,000 | +5.7% | 4.28% | -1.0% |
| Q2 2023 | $5,883,961 | +6.5% | 134,337 | +1.9% | 4.32% | +4.2% |
| Q1 2023 | $5,525,745 | +7.1% | 131,785 | +3.5% | 4.15% | -1.5% |
| Q4 2022 | $5,157,774 | +13.3% | 127,321 | +5.7% | 4.21% | +2.0% |
| Q3 2022 | $4,551,000 | -8.9% | 120,404 | -0.6% | 4.13% | -3.2% |
| Q2 2022 | $4,998,000 | -99.9% | 121,071 | +7.5% | 4.27% | +0.4% |
| Q1 2022 | $5,331,789,000 | +108934.5% | 112,580 | +111.5% | 4.25% | +1.1% |
| Q4 2021 | $4,890,000 | – | 53,227 | – | 4.21% | – |
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% |