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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $667,512 | +2.3% | 15,240 | -2.1% | 0.06% | -1.6% |
| Q1 2023 | $652,640 | +108854.9% | 15,565 | +5.2% | 0.06% | +3.3% |
| Q4 2022 | $599 | -99.9% | 14,790 | +7.3% | 0.06% | +7.0% |
| Q3 2022 | $521,000 | -3.2% | 13,790 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $538,000 | -17.6% | 13,790 | 0.0% | 0.06% | -3.5% |
| Q1 2022 | $653,000 | -18.2% | 13,790 | +76.9% | 0.06% | -8.1% |
| Q4 2021 | $798,000 | +2.3% | 7,795 | 0.0% | 0.06% | -6.1% |
| Q3 2021 | $780,000 | -3.9% | 7,795 | 0.0% | 0.07% | -4.3% |
| Q2 2021 | $812,000 | +3.2% | 7,795 | -1.3% | 0.07% | -2.8% |
| Q1 2021 | $787,000 | +16.6% | 7,895 | +4.1% | 0.07% | +10.9% |
| Q4 2020 | $675,000 | +47.7% | 7,585 | +13.3% | 0.06% | +33.3% |
| Q3 2020 | $457,000 | +4.6% | 6,695 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $437,000 | +26.7% | 6,695 | 0.0% | 0.05% | +2.1% |
| Q1 2020 | $345,000 | -31.8% | 6,695 | 0.0% | 0.05% | -14.3% |
| Q4 2019 | $506,000 | +8.4% | 6,695 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $467,000 | -3.1% | 6,695 | -0.7% | 0.06% | -1.8% |
| Q2 2019 | $482,000 | -4.2% | 6,745 | -6.3% | 0.06% | -6.6% |
| Q1 2019 | $503,000 | +15.1% | 7,195 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $437,000 | -20.3% | 7,195 | 0.0% | 0.06% | -6.2% |
| Q3 2018 | $548,000 | -8.1% | 7,195 | -11.1% | 0.06% | -14.5% |
| Q2 2018 | $596,000 | +6.4% | 8,095 | 0.0% | 0.08% | +4.1% |
| Q1 2018 | $560,000 | +5.7% | 8,095 | +6.6% | 0.07% | +9.0% |
| Q4 2017 | $530,000 | +5.4% | 7,595 | +1.7% | 0.07% | 0.0% |
| Q3 2017 | $503,000 | -15.0% | 7,470 | -19.4% | 0.07% | -16.2% |
| Q2 2017 | $592,000 | +27.6% | 9,270 | +25.8% | 0.08% | +23.1% |
| Q1 2017 | $464,000 | +81.2% | 7,370 | +76.7% | 0.06% | +66.7% |
| Q4 2016 | $256,000 | +6.7% | 4,170 | 0.0% | 0.04% | +5.4% |
| Q3 2016 | $240,000 | – | 4,170 | – | 0.04% | – |
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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% |