SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.42 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $34,118,000 | +5.5% | 451,374 | -2.3% | 0.22% | -3.6% |
| Q3 2019 | $32,338,000 | +18.0% | 462,024 | +20.0% | 0.22% | +12.6% |
| Q2 2019 | $27,407,000 | +10.4% | 384,870 | +8.3% | 0.20% | +4.2% |
| Q1 2019 | $24,816,000 | -1.2% | 355,302 | -14.5% | 0.19% | -15.9% |
| Q4 2018 | $25,129,000 | +11.5% | 415,319 | +40.3% | 0.23% | +19.6% |
| Q3 2018 | $22,541,000 | +108.3% | 295,929 | +89.0% | 0.19% | +87.1% |
| Q2 2018 | $10,823,000 | 0.0% | 156,557 | 0.0% | 0.10% | 0.0% |
| Q1 2018 | $10,823,000 | -11.0% | 156,557 | -10.2% | 0.10% | -12.9% |
| Q4 2017 | $12,162,000 | +57.1% | 174,298 | +51.7% | 0.12% | +38.1% |
| Q3 2017 | $7,740,000 | +19.6% | 114,894 | +13.5% | 0.08% | +10.5% |
| Q2 2017 | $6,469,000 | +36.0% | 101,234 | +34.1% | 0.08% | +26.7% |
| Q1 2017 | $4,758,000 | +8.8% | 75,517 | +4.2% | 0.06% | -1.6% |
| Q4 2016 | $4,372,000 | +26.7% | 72,497 | +20.7% | 0.06% | +17.3% |
| Q3 2016 | $3,451,000 | +39.8% | 60,044 | +31.2% | 0.05% | +33.3% |
| Q2 2016 | $2,468,000 | +26.0% | 45,754 | +21.6% | 0.04% | +14.7% |
| Q1 2016 | $1,959,000 | +46.4% | 37,635 | +46.5% | 0.03% | +36.0% |
| Q4 2015 | $1,338,000 | +6.7% | 25,686 | +4.0% | 0.02% | -3.8% |
| Q3 2015 | $1,254,000 | -13.3% | 24,698 | -1.7% | 0.03% | -3.7% |
| Q2 2015 | $1,446,000 | +221.3% | 25,122 | +221.9% | 0.03% | +200.0% |
| Q1 2015 | $450,000 | +30.8% | 7,804 | +24.9% | 0.01% | +12.5% |
| Q4 2014 | $344,000 | +3722.2% | 6,249 | +3410.7% | 0.01% | – |
| Q3 2014 | $9,000 | +12.5% | 178 | +29.0% | 0.00% | – |
| Q2 2014 | $8,000 | +14.3% | 138 | +0.7% | 0.00% | – |
| Q1 2014 | $7,000 | +75.0% | 137 | +65.1% | 0.00% | – |
| Q4 2013 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | – |
| Q3 2013 | $4,000 | +300.0% | 83 | +151.5% | 0.00% | – |
| Q2 2013 | $1,000 | – | 33 | – | 0.00% | – |
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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% |