SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,803,841 | -9.8% | 43,550 | -4.6% | 0.02% | 0.0% |
| Q2 2023 | $2,000,434 | +112727.6% | 45,673 | +8.0% | 0.02% | +10.5% |
| Q1 2023 | $1,773 | +2.2% | 42,304 | -1.2% | 0.02% | 0.0% |
| Q4 2022 | $1,735 | -99.9% | 42,837 | -0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,619,000 | -18.3% | 42,838 | -15.7% | 0.02% | -13.6% |
| Q2 2022 | $1,981,000 | -17.7% | 50,845 | +0.0% | 0.02% | -4.3% |
| Q1 2022 | $2,408,000 | -51.9% | 50,828 | +1.7% | 0.02% | -4.2% |
| Q3 2021 | $5,002,000 | +81.2% | 49,962 | +88.5% | 0.02% | -11.1% |
| Q2 2021 | $2,761,000 | +2.8% | 26,508 | -1.6% | 0.03% | 0.0% |
| Q1 2021 | $2,685,000 | +16.9% | 26,929 | +4.4% | 0.03% | +3.8% |
| Q4 2020 | $2,296,000 | +40.4% | 25,788 | +7.7% | 0.03% | +18.2% |
| Q3 2020 | $1,635,000 | +4.8% | 23,950 | +0.3% | 0.02% | -15.4% |
| Q2 2020 | $1,560,000 | -2.7% | 23,887 | -23.2% | 0.03% | -21.2% |
| Q1 2020 | $1,604,000 | -34.5% | 31,084 | -4.0% | 0.03% | -13.2% |
| Q4 2019 | $2,450,000 | +3.6% | 32,389 | -4.5% | 0.04% | +2.7% |
| Q3 2019 | $2,365,000 | -3.6% | 33,905 | -1.2% | 0.04% | 0.0% |
| Q2 2019 | $2,453,000 | +2.1% | 34,307 | -0.2% | 0.04% | 0.0% |
| Q1 2019 | $2,403,000 | -6.7% | 34,375 | -19.0% | 0.04% | -15.9% |
| Q4 2018 | $2,576,000 | -21.2% | 42,451 | -1.1% | 0.04% | -8.3% |
| Q3 2018 | $3,268,000 | +3.9% | 42,902 | +0.4% | 0.05% | 0.0% |
| Q2 2018 | $3,145,000 | – | 42,742 | – | 0.05% | – |
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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% |