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 | $1,345,488 | -5.3% | 32,484 | +0.1% | 1.42% | +1.1% |
| Q2 2023 | $1,421,047 | +4.6% | 32,444 | +0.1% | 1.40% | -0.3% |
| Q1 2023 | $1,359,035 | +2.0% | 32,412 | -1.4% | 1.41% | -2.0% |
| Q4 2022 | $1,331,887 | +12.7% | 32,878 | +5.1% | 1.44% | -69.1% |
| Q3 2022 | $1,182,000 | -7.1% | 31,279 | -4.1% | 4.64% | +225.1% |
| Q2 2022 | $1,272,000 | -14.6% | 32,608 | +3.8% | 1.43% | +5.4% |
| Q1 2022 | $1,489,000 | -10.1% | 31,421 | +94.2% | 1.36% | -3.2% |
| Q4 2021 | $1,657,000 | – | 16,177 | – | 1.40% | – |
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% |