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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $9,884 | -10.1% | 244 | -19.7% | 0.00% | – |
Q3 2022 | $11,000 | -15.4% | 304 | -15.1% | 0.00% | – |
Q2 2022 | $13,000 | -23.5% | 358 | -0.6% | 0.00% | – |
Q1 2022 | $17,000 | 0.0% | 360 | +110.5% | 0.00% | – |
Q4 2021 | $17,000 | +30.8% | 171 | +31.5% | 0.00% | – |
Q2 2021 | $13,000 | -65.8% | 130 | -66.1% | 0.00% | – |
Q1 2021 | $38,000 | – | 383 | +6283.3% | 0.00% | – |
Q1 2017 | $0 | – | 6 | – | 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% |