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 | $1,655,433 | -25.2% | 39,967 | -21.0% | 0.00% | -50.0% |
| Q2 2023 | $2,214,572 | -10.4% | 50,561 | -14.2% | 0.00% | 0.0% |
| Q1 2023 | $2,470,725 | -35.7% | 58,925 | -37.8% | 0.00% | -33.3% |
| Q4 2022 | $3,840,064 | -3.2% | 94,793 | -9.6% | 0.00% | 0.0% |
| Q3 2022 | $3,965,000 | +154.0% | 104,897 | +162.0% | 0.00% | +200.0% |
| Q2 2022 | $1,561,000 | +423.8% | 40,034 | +536.2% | 0.00% | – |
| Q1 2022 | $298,000 | -57.7% | 6,293 | -8.4% | 0.00% | – |
| Q4 2021 | $704,000 | -5.0% | 6,872 | -7.2% | 0.00% | -100.0% |
| Q3 2021 | $741,000 | -13.9% | 7,403 | -10.4% | 0.00% | 0.0% |
| Q2 2021 | $861,000 | -67.4% | 8,265 | -68.8% | 0.00% | -50.0% |
| Q1 2021 | $2,643,000 | +429.7% | 26,518 | +372.9% | 0.00% | – |
| Q4 2020 | $499,000 | +95.7% | 5,607 | +50.5% | 0.00% | – |
| Q3 2020 | $255,000 | -23.9% | 3,726 | -42.7% | 0.00% | – |
| Q1 2020 | $335,000 | – | 6,508 | – | 0.00% | – |
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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% |