SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,194,966 | +15.5% | 52,993 | +22.2% | 0.00% | – |
Q2 2023 | $1,899,777 | -52.3% | 43,374 | -54.3% | 0.00% | – |
Q1 2023 | $3,981,870 | +128.2% | 94,964 | +120.5% | 0.00% | – |
Q4 2022 | $1,744,574 | +8.9% | 43,065 | +1.6% | 0.00% | – |
Q3 2022 | $1,602,000 | +8.0% | 42,384 | +11.4% | 0.00% | – |
Q2 2022 | $1,484,000 | -9.2% | 38,055 | +10.3% | 0.00% | – |
Q1 2022 | $1,634,000 | +3.4% | 34,494 | +123.6% | 0.00% | – |
Q4 2021 | $1,580,000 | +19.6% | 15,429 | +16.9% | 0.00% | – |
Q3 2021 | $1,321,000 | +6.6% | 13,194 | +11.0% | 0.00% | – |
Q2 2021 | $1,239,000 | +30.0% | 11,890 | +24.4% | 0.00% | – |
Q1 2021 | $953,000 | +74.9% | 9,560 | +56.0% | 0.00% | – |
Q4 2020 | $545,000 | +70.3% | 6,128 | +30.7% | 0.00% | – |
Q3 2020 | $320,000 | +19.9% | 4,688 | +14.8% | 0.00% | – |
Q2 2020 | $267,000 | -10.7% | 4,085 | -29.6% | 0.00% | – |
Q1 2020 | $299,000 | -45.8% | 5,804 | -20.5% | 0.00% | – |
Q4 2019 | $552,000 | +5.1% | 7,299 | -3.0% | 0.00% | – |
Q3 2019 | $525,000 | +31.6% | 7,528 | +34.7% | 0.00% | – |
Q2 2019 | $399,000 | -0.2% | 5,588 | -2.4% | 0.00% | – |
Q1 2019 | $400,000 | +68.8% | 5,728 | +46.5% | 0.00% | – |
Q4 2018 | $237,000 | -30.3% | 3,910 | -12.7% | 0.00% | – |
Q3 2018 | $340,000 | +46.6% | 4,478 | +42.3% | 0.00% | – |
Q2 2018 | $232,000 | +12.1% | 3,147 | +5.3% | 0.00% | – |
Q1 2018 | $207,000 | -11.2% | 2,988 | -9.9% | 0.00% | – |
Q4 2017 | $233,000 | – | 3,318 | – | 0.00% | – |
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% |