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 | $12,316 | +12.9% | 297,342 | +19.4% | 0.07% | +13.3% |
Q2 2023 | $10,909 | -12.8% | 249,067 | -16.5% | 0.06% | -31.8% |
Q1 2023 | $12,505 | -4.9% | 298,243 | -8.1% | 0.09% | +2.3% |
Q4 2022 | $13,154 | -99.9% | 324,706 | +27.9% | 0.09% | +17.8% |
Q3 2022 | $9,593,000 | +12.5% | 253,795 | +16.0% | 0.07% | +12.3% |
Q2 2022 | $8,530,000 | -22.6% | 218,778 | -6.0% | 0.06% | -16.7% |
Q1 2022 | $11,023,000 | +64.0% | 232,740 | +254.5% | 0.08% | +62.5% |
Q4 2021 | $6,722,000 | +10.2% | 65,648 | +7.7% | 0.05% | -2.0% |
Q3 2021 | $6,099,000 | -32.8% | 60,929 | -30.0% | 0.05% | -35.5% |
Q2 2021 | $9,072,000 | +13.7% | 87,081 | +8.8% | 0.08% | 0.0% |
Q1 2021 | $7,980,000 | +152.2% | 80,059 | +125.2% | 0.08% | +123.5% |
Q4 2020 | $3,164,000 | +50.5% | 35,550 | +15.5% | 0.03% | +30.8% |
Q3 2020 | $2,103,000 | +6.6% | 30,784 | +2.0% | 0.03% | 0.0% |
Q2 2020 | $1,972,000 | +47.4% | 30,173 | +16.2% | 0.03% | +13.0% |
Q1 2020 | $1,338,000 | -17.5% | 25,963 | +21.1% | 0.02% | 0.0% |
Q4 2019 | $1,622,000 | +45.7% | 21,443 | +34.4% | 0.02% | +27.8% |
Q3 2019 | $1,113,000 | -24.3% | 15,958 | -22.4% | 0.02% | -14.3% |
Q2 2019 | $1,470,000 | +2.2% | 20,572 | +0.0% | 0.02% | -4.5% |
Q1 2019 | $1,438,000 | +20.7% | 20,568 | +4.8% | 0.02% | +4.8% |
Q4 2018 | $1,191,000 | +24.5% | 19,635 | +56.3% | 0.02% | +31.2% |
Q3 2018 | $957,000 | +68.5% | 12,560 | +62.6% | 0.02% | +33.3% |
Q2 2018 | $568,000 | +78.6% | 7,725 | +67.8% | 0.01% | +71.4% |
Q1 2018 | $318,000 | +30.3% | 4,604 | +31.4% | 0.01% | +40.0% |
Q4 2017 | $244,000 | -1.6% | 3,505 | -4.9% | 0.01% | 0.0% |
Q3 2017 | $248,000 | -12.1% | 3,684 | -16.4% | 0.01% | 0.0% |
Q2 2017 | $282,000 | – | 4,407 | – | 0.01% | – |
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% |