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 | $501,361 | -2.8% | 12,453 | +10.4% | 0.36% | -0.8% |
| Q2 2023 | $515,695 | +5.6% | 11,279 | -6.2% | 0.36% | -2.7% |
| Q1 2023 | $488,396 | -10.7% | 12,027 | -2.2% | 0.37% | -11.6% |
| Q4 2022 | $547,023 | +59.5% | 12,301 | +35.4% | 0.42% | +40.3% |
| Q3 2022 | $343,000 | -7.0% | 9,084 | -2.3% | 0.30% | -0.3% |
| Q2 2022 | $369,000 | -7.8% | 9,297 | +1.1% | 0.30% | -4.4% |
| Q1 2022 | $400,000 | -11.3% | 9,195 | +95.1% | 0.32% | -7.4% |
| Q4 2021 | $451,000 | – | 4,713 | – | 0.34% | – |
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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% |