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 | $1,429,157 | -10.5% | 34,504 | -5.3% | 0.48% | -8.7% |
Q2 2023 | $1,596,450 | +2.5% | 36,436 | -2.0% | 0.53% | -4.0% |
Q1 2023 | $1,558,262 | -12.0% | 37,164 | -15.0% | 0.55% | -13.0% |
Q4 2022 | $1,771,557 | +7.8% | 43,731 | +2.1% | 0.63% | -2.2% |
Q3 2022 | $1,644,000 | +16.6% | 42,826 | +18.4% | 0.64% | +12.2% |
Q2 2022 | $1,410,000 | -53.9% | 36,168 | -42.3% | 0.57% | -42.3% |
Q1 2022 | $3,058,000 | +0.0% | 62,632 | +93.9% | 1.00% | -7.3% |
Q4 2021 | $3,057,000 | – | 32,300 | – | 1.07% | – |
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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% |