SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
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% | – |
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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% |