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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487 | -6.9% | 11,746 | -1.7% | 0.04% | -2.7% |
| Q2 2023 | $523 | +2.5% | 11,949 | -1.8% | 0.04% | -2.6% |
| Q1 2023 | $510 | +4.1% | 12,165 | +0.6% | 0.04% | 0.0% |
| Q4 2022 | $490 | -99.9% | 12,096 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $457,000 | -3.2% | 12,096 | 0.0% | 0.04% | +2.7% |
| Q2 2022 | $472,000 | -18.1% | 12,096 | -0.5% | 0.04% | +2.8% |
| Q1 2022 | $576,000 | -7.4% | 12,156 | +100.0% | 0.04% | +2.9% |
| Q4 2021 | $622,000 | -20.8% | 6,078 | -22.5% | 0.04% | -25.5% |
| Q3 2021 | $785,000 | +19.8% | 7,839 | +24.6% | 0.05% | +20.5% |
| Q2 2021 | $655,000 | +26.9% | 6,291 | +21.5% | 0.04% | +14.7% |
| Q1 2021 | $516,000 | – | 5,176 | – | 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% |