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 | $352,099 | -5.4% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $372,331 | +4.5% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $356,434 | -13.6% | 8,501 | -16.5% | 0.00% | -20.0% |
| Q4 2022 | $412,380 | +8.2% | 10,180 | +1.8% | 0.01% | 0.0% |
| Q3 2022 | $381,000 | -2.3% | 10,001 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $390,000 | -17.7% | 10,001 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $474,000 | -11.9% | 10,001 | +90.5% | 0.01% | -16.7% |
| Q4 2021 | $538,000 | +13.5% | 5,251 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $474,000 | -51.8% | 4,731 | -9.2% | 0.01% | 0.0% |
| Q2 2021 | $984,000 | +134.3% | 5,212 | +23.7% | 0.01% | +20.0% |
| Q1 2021 | $420,000 | – | 4,213 | – | 0.01% | – |
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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% |