SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $352,816 | -0.2% | 8,518 | +5.6% | 0.05% | +4.3% |
| Q2 2023 | $353,378 | +4.5% | 8,068 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $338,000 | +103900.0% | 8,068 | +0.5% | 0.05% | +4.4% |
| Q4 2022 | $325 | -99.9% | 8,028 | +0.0% | 0.04% | 0.0% |
| Q3 2022 | $303,000 | -17.4% | 8,024 | -14.9% | 0.04% | -11.8% |
| Q2 2022 | $367,000 | -17.7% | 9,424 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $446,000 | +0.9% | 9,424 | +118.6% | 0.05% | +4.1% |
| Q4 2021 | $442,000 | +11.3% | 4,312 | +8.8% | 0.05% | +4.3% |
| Q3 2021 | $397,000 | -5.5% | 3,962 | -1.7% | 0.05% | -4.1% |
| Q2 2021 | $420,000 | +4.5% | 4,032 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $402,000 | +12.0% | 4,032 | 0.0% | 0.05% | +4.2% |
| Q4 2020 | $359,000 | +30.5% | 4,032 | 0.0% | 0.05% | +14.3% |
| Q3 2020 | $275,000 | +4.6% | 4,032 | 0.0% | 0.04% | -2.3% |
| Q2 2020 | $263,000 | +28.3% | 4,032 | +1.1% | 0.04% | +10.3% |
| Q1 2020 | $205,000 | -40.1% | 3,987 | -11.7% | 0.04% | -22.0% |
| Q4 2019 | $342,000 | +17.5% | 4,517 | +8.3% | 0.05% | +8.7% |
| Q3 2019 | $291,000 | +6.2% | 4,172 | +8.7% | 0.05% | +4.5% |
| Q2 2019 | $274,000 | +2.2% | 3,837 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $268,000 | +15.0% | 3,837 | 0.0% | 0.04% | +4.8% |
| Q4 2018 | $233,000 | -20.2% | 3,837 | 0.0% | 0.04% | -6.7% |
| Q3 2018 | $292,000 | -3.6% | 3,837 | -6.8% | 0.04% | -10.0% |
| Q2 2018 | $303,000 | +6.3% | 4,119 | 0.0% | 0.05% | +6.4% |
| Q1 2018 | $285,000 | +1.4% | 4,119 | +2.2% | 0.05% | +6.8% |
| Q4 2017 | $281,000 | +3.7% | 4,029 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $271,000 | – | 4,029 | – | 0.04% | – |
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% |