SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $301,516 | -27.9% | 7,443 | -15.9% | 0.12% | -5.6% |
| Q1 2022 | $418,000 | -0.9% | 8,847 | +114.2% | 0.12% | +9.7% |
| Q4 2021 | $422,000 | +2.2% | 4,130 | 0.0% | 0.11% | +25.6% |
| Q3 2021 | $413,000 | -4.2% | 4,130 | +0.6% | 0.09% | +9.8% |
| Q2 2021 | $431,000 | +6.4% | 4,107 | +1.0% | 0.08% | +3.8% |
| Q1 2021 | $405,000 | -4.0% | 4,065 | -14.2% | 0.08% | +5.3% |
| Q4 2020 | $422,000 | +10.2% | 4,736 | -15.6% | 0.08% | -5.1% |
| Q3 2020 | $383,000 | -1.5% | 5,610 | -5.8% | 0.08% | -7.1% |
| Q2 2020 | $389,000 | +30.5% | 5,957 | +3.0% | 0.08% | +14.9% |
| Q1 2020 | $298,000 | -22.0% | 5,781 | +14.6% | 0.07% | -3.9% |
| Q4 2019 | $382,000 | +13.0% | 5,046 | +4.1% | 0.08% | +2.7% |
| Q3 2019 | $338,000 | +61.0% | 4,847 | +64.6% | 0.08% | +27.1% |
| Q2 2019 | $210,000 | +90.9% | 2,944 | +94.8% | 0.06% | +110.7% |
| Q4 2017 | $110,000 | – | 1,511 | – | 0.03% | – |
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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% |