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 | $12,942,179 | -5.3% | 312,462 | +0.2% | 1.43% | -0.8% |
| Q2 2023 | $13,663,178 | +13.0% | 311,945 | +8.2% | 1.44% | +5.5% |
| Q1 2023 | $12,087,527 | +19.9% | 288,279 | +15.8% | 1.37% | +11.5% |
| Q4 2022 | $10,081,763 | +6.9% | 248,871 | -0.2% | 1.23% | -4.9% |
| Q3 2022 | $9,429,000 | -2.2% | 249,437 | +0.9% | 1.29% | +1.5% |
| Q2 2022 | $9,637,000 | -9.3% | 247,173 | +10.2% | 1.27% | +2.9% |
| Q1 2022 | $10,623,000 | -3.6% | 224,306 | +108.5% | 1.24% | +5.5% |
| Q4 2021 | $11,017,000 | +2.4% | 107,584 | +0.1% | 1.17% | -11.4% |
| Q3 2021 | $10,763,000 | -3.4% | 107,518 | +0.5% | 1.32% | -3.5% |
| Q2 2021 | $11,143,000 | -1.5% | 106,962 | -5.7% | 1.37% | -7.5% |
| Q1 2021 | $11,307,000 | +9.9% | 113,441 | -1.9% | 1.48% | +5.1% |
| Q4 2020 | $10,292,000 | +28.6% | 115,635 | -1.3% | 1.41% | +7.8% |
| Q3 2020 | $8,005,000 | +5.3% | 117,168 | +0.7% | 1.31% | -4.4% |
| Q2 2020 | $7,605,000 | +89.3% | 116,392 | +49.3% | 1.37% | +81.0% |
| Q1 2020 | $4,017,000 | -36.2% | 77,964 | -6.3% | 0.76% | -12.3% |
| Q4 2019 | $6,292,000 | +8.7% | 83,189 | +0.2% | 0.86% | +0.1% |
| Q3 2019 | $5,787,000 | -2.8% | 82,992 | -0.3% | 0.86% | -2.3% |
| Q2 2019 | $5,952,000 | +6.1% | 83,267 | +3.8% | 0.88% | +1.6% |
| Q1 2019 | $5,609,000 | +15.3% | 80,211 | +0.0% | 0.87% | +6.8% |
| Q4 2018 | $4,866,000 | -16.4% | 80,195 | +4.9% | 0.81% | -29.0% |
| Q3 2018 | $5,821,000 | -1.6% | 76,420 | -5.0% | 1.14% | -9.8% |
| Q2 2018 | $5,917,000 | +4.8% | 80,429 | -1.5% | 1.27% | +1.9% |
| Q1 2018 | $5,645,000 | +8.3% | 81,653 | +9.3% | 1.25% | +23.1% |
| Q4 2017 | $5,210,000 | +21.7% | 74,700 | +17.5% | 1.01% | +7.9% |
| Q3 2017 | $4,282,000 | +24.2% | 63,563 | +17.8% | 0.94% | +18.3% |
| Q2 2017 | $3,449,000 | +31.4% | 53,971 | +29.5% | 0.79% | +23.3% |
| Q1 2017 | $2,624,000 | +8.5% | 41,671 | +5.9% | 0.64% | +3.7% |
| Q4 2016 | $2,419,000 | +13.9% | 39,349 | +6.6% | 0.62% | +1.8% |
| Q3 2016 | $2,123,000 | +16.1% | 36,897 | +9.1% | 0.61% | +5.2% |
| Q2 2016 | $1,828,000 | +17.0% | 33,834 | +12.6% | 0.58% | +6.0% |
| Q1 2016 | $1,563,000 | +5.5% | 30,043 | +5.6% | 0.55% | +13.0% |
| Q4 2015 | $1,482,000 | +109.0% | 28,448 | +103.9% | 0.48% | +91.7% |
| Q3 2015 | $709,000 | +18.2% | 13,955 | +33.8% | 0.25% | -10.3% |
| Q2 2015 | $600,000 | +2.9% | 10,433 | +3.1% | 0.28% | +1.1% |
| Q1 2015 | $583,000 | -6.6% | 10,119 | -10.6% | 0.28% | +18.8% |
| Q4 2014 | $624,000 | +129.4% | 11,324 | +118.7% | 0.23% | +78.6% |
| Q4 2013 | $272,000 | – | 5,179 | – | 0.13% | – |
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% |