SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,820,673 | -7.6% | 164,671 | -2.3% | 0.26% | -3.0% |
| Q2 2023 | $7,379,600 | -0.1% | 168,484 | -4.3% | 0.27% | -9.5% |
| Q1 2023 | $7,384,628 | +2.5% | 176,118 | -1.0% | 0.30% | -3.9% |
| Q4 2022 | $7,203,701 | +11.3% | 177,825 | +3.9% | 0.31% | +4.4% |
| Q3 2022 | $6,472,000 | -4.8% | 171,217 | -1.8% | 0.30% | -4.8% |
| Q2 2022 | $6,800,000 | -22.7% | 174,392 | -6.1% | 0.31% | -10.1% |
| Q1 2022 | $8,794,000 | -8.7% | 185,690 | +97.4% | 0.34% | +2.7% |
| Q4 2021 | $9,631,000 | +4.6% | 94,055 | +2.2% | 0.34% | -33.2% |
| Q3 2021 | $9,208,000 | +4.9% | 91,992 | +9.1% | 0.50% | +4.1% |
| Q2 2021 | $8,782,000 | +5.4% | 84,296 | +0.9% | 0.48% | -5.3% |
| Q1 2021 | $8,331,000 | +17.9% | 83,581 | +5.3% | 0.51% | +9.4% |
| Q4 2020 | $7,067,000 | +32.5% | 79,407 | +1.7% | 0.47% | +14.2% |
| Q3 2020 | $5,334,000 | -0.8% | 78,067 | -5.1% | 0.41% | -10.5% |
| Q2 2020 | $5,377,000 | +24.6% | 82,292 | -1.7% | 0.46% | +2.2% |
| Q1 2020 | $4,314,000 | -32.6% | 83,732 | -1.0% | 0.45% | -15.7% |
| Q4 2019 | $6,396,000 | +44.6% | 84,565 | +33.3% | 0.53% | +30.0% |
| Q3 2019 | $4,423,000 | +1.5% | 63,433 | +4.0% | 0.41% | +1.2% |
| Q2 2019 | $4,358,000 | +20.6% | 60,964 | +5.3% | 0.40% | +4.1% |
| Q1 2017 | $3,613,000 | +6.5% | 57,871 | +4.9% | 0.39% | -0.8% |
| Q4 2016 | $3,393,000 | -85.9% | 55,182 | +31.7% | 0.39% | +23.5% |
| Q3 2016 | $24,119,000 | +967.2% | 41,909 | +0.2% | 0.32% | +16.2% |
| Q2 2016 | $2,260,000 | +1.9% | 41,832 | -1.8% | 0.27% | -1.1% |
| Q1 2016 | $2,218,000 | +5.1% | 42,612 | +5.1% | 0.27% | +2.6% |
| Q4 2015 | $2,111,000 | +10.2% | 40,532 | +6.6% | 0.27% | +6.8% |
| Q3 2015 | $1,915,000 | -10.6% | 38,034 | +2.0% | 0.25% | -3.8% |
| Q2 2015 | $2,142,000 | +0.2% | 37,291 | +0.5% | 0.26% | +2.0% |
| Q1 2015 | $2,137,000 | +30.7% | 37,117 | +25.1% | 0.26% | +30.8% |
| Q4 2014 | $1,635,000 | +5.0% | 29,664 | -2.1% | 0.20% | +4.3% |
| Q3 2014 | $1,557,000 | -8.3% | 30,287 | -2.3% | 0.19% | -9.2% |
| Q2 2014 | $1,698,000 | -4.2% | 30,988 | -6.2% | 0.21% | -5.9% |
| Q1 2014 | $1,772,000 | +9.7% | 33,053 | +7.4% | 0.22% | +4.3% |
| Q4 2013 | $1,616,000 | +16.3% | 30,783 | +6.9% | 0.21% | +8.8% |
| Q3 2013 | $1,389,000 | +34.6% | 28,803 | +22.7% | 0.19% | +29.5% |
| Q2 2013 | $1,032,000 | – | 23,470 | – | 0.15% | – |
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% |