SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $862 | +257.7% | 20,800 | +278.2% | 0.00% | – |
| Q2 2023 | $241 | -100.0% | 5,500 | -62.8% | 0.00% | -100.0% |
| Q3 2022 | $559,000 | -21.3% | 14,800 | -18.7% | 0.00% | 0.0% |
| Q2 2022 | $710,000 | -65.2% | 18,200 | -57.8% | 0.00% | -50.0% |
| Q1 2022 | $2,041,000 | -1.5% | 43,100 | +108.2% | 0.00% | -33.3% |
| Q3 2021 | $2,072,000 | -23.8% | 20,700 | -20.7% | 0.00% | 0.0% |
| Q2 2021 | $2,719,000 | -17.1% | 26,100 | -20.7% | 0.00% | -25.0% |
| Q1 2021 | $3,279,000 | +203.9% | 32,900 | +108.2% | 0.00% | +300.0% |
| Q3 2020 | $1,079,000 | +232.0% | 15,800 | +150.8% | 0.00% | – |
| Q1 2020 | $325,000 | -51.4% | 6,300 | -34.4% | 0.00% | -100.0% |
| Q3 2019 | $669,000 | +212.6% | 9,600 | +220.0% | 0.00% | – |
| Q2 2019 | $214,000 | -70.0% | 3,000 | -70.6% | 0.00% | -100.0% |
| Q1 2019 | $713,000 | +202.1% | 10,200 | +229.0% | 0.00% | – |
| Q3 2018 | $236,000 | -88.8% | 3,100 | -89.5% | 0.00% | -100.0% |
| Q2 2018 | $2,106,000 | +89.2% | 29,600 | +83.9% | 0.00% | 0.0% |
| Q1 2018 | $1,113,000 | – | 16,100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |