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 | $3,111,198 | -0.0% | 75,113 | +5.7% | 2.11% | +2.4% |
| Q2 2023 | $3,112,213 | +4.7% | 71,055 | +0.2% | 2.06% | -0.7% |
| Q1 2023 | $2,973,782 | +7.5% | 70,923 | +3.8% | 2.08% | +2.0% |
| Q4 2022 | $2,767,177 | +6.8% | 68,308 | -0.3% | 2.04% | -1.3% |
| Q3 2022 | $2,590,000 | +2.5% | 68,510 | +5.7% | 2.07% | +6.3% |
| Q2 2022 | $2,526,000 | -16.4% | 64,797 | +1.6% | 1.94% | -7.6% |
| Q1 2022 | $3,020,000 | +6.0% | 63,765 | +129.2% | 2.10% | +4.7% |
| Q4 2021 | $2,848,000 | – | 27,815 | – | 2.01% | – |
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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% |