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 | $376 | -5.3% | 9,085 | +0.3% | 0.29% | -0.3% |
| Q2 2023 | $397 | +4.7% | 9,059 | +0.3% | 0.29% | +2.5% |
| Q1 2023 | $379 | +3.8% | 9,036 | +0.3% | 0.28% | +1.1% |
| Q4 2022 | $365 | -99.9% | 9,012 | +0.4% | 0.28% | +1.8% |
| Q3 2022 | $339,000 | -2.9% | 8,979 | +0.3% | 0.27% | +2.2% |
| Q2 2022 | $349,000 | -26.5% | 8,956 | -10.7% | 0.27% | -19.8% |
| Q1 2022 | $475,000 | -22.0% | 10,026 | +68.6% | 0.33% | -17.5% |
| Q4 2021 | $609,000 | +3.6% | 5,948 | +1.3% | 0.40% | -5.4% |
| Q3 2021 | $588,000 | +1.6% | 5,870 | +5.7% | 0.43% | +1.2% |
| Q2 2021 | $579,000 | +0.3% | 5,553 | -4.0% | 0.42% | -6.8% |
| Q1 2021 | $577,000 | +12.3% | 5,784 | +0.2% | 0.45% | +8.9% |
| Q4 2020 | $514,000 | +8.7% | 5,774 | -16.7% | 0.42% | 0.0% |
| Q3 2020 | $473,000 | -12.9% | 6,928 | -16.6% | 0.42% | -17.8% |
| Q2 2020 | $543,000 | – | 8,307 | – | 0.51% | – |
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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% |