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 | -50.0% | 46 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $2 | +100.0% | 46 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 46 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 46 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $2,000 | 0.0% | 46 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | +100.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | -66.7% | 23 | -50.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | -25.0% | 46 | -30.3% | 0.00% | -33.3% |
| Q2 2019 | $4,000 | -50.0% | 66 | -48.4% | 0.00% | -40.0% |
| Q1 2019 | $8,000 | +14.3% | 128 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $7,000 | -99.6% | 128 | -99.5% | 0.01% | -99.6% |
| Q3 2018 | $1,874,000 | +3.4% | 24,611 | -0.2% | 1.38% | -2.1% |
| Q2 2018 | $1,813,000 | – | 24,655 | – | 1.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |