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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $171,238 | +19.5% | 3,625 | +4.8% | 0.09% | +17.8% |
| Q3 2023 | $143,238 | -3.5% | 3,458 | +2.0% | 0.07% | 0.0% |
| Q2 2023 | $148,427 | +10.3% | 3,389 | +5.6% | 0.07% | +2.8% |
| Q1 2023 | $134,565 | +4.4% | 3,209 | +0.8% | 0.07% | +1.4% |
| Q4 2022 | $128,909 | +9.2% | 3,182 | +1.8% | 0.07% | +11.1% |
| Q3 2022 | $118,000 | -3.3% | 3,126 | +0.2% | 0.06% | +3.3% |
| Q2 2022 | $122,000 | -15.3% | 3,120 | +2.9% | 0.06% | 0.0% |
| Q1 2022 | $144,000 | -3.4% | 3,031 | +108.5% | 0.06% | +5.2% |
| Q4 2021 | $149,000 | +2.8% | 1,454 | +0.5% | 0.06% | -4.9% |
| Q3 2021 | $145,000 | +25.0% | 1,447 | +30.4% | 0.06% | +69.4% |
| Q2 2021 | $116,000 | +9.4% | 1,110 | +3.9% | 0.04% | +16.1% |
| Q1 2021 | $106,000 | +2.9% | 1,068 | -8.1% | 0.03% | 0.0% |
| Q4 2020 | $103,000 | +24.1% | 1,162 | -3.9% | 0.03% | +10.7% |
| Q3 2020 | $83,000 | +315.0% | 1,209 | +286.3% | 0.03% | +300.0% |
| Q2 2020 | $20,000 | -73.3% | 313 | -78.4% | 0.01% | -77.4% |
| Q1 2020 | $75,000 | -29.2% | 1,448 | +3.6% | 0.03% | 0.0% |
| Q4 2019 | $106,000 | +15.2% | 1,398 | +5.7% | 0.03% | +6.9% |
| Q3 2019 | $92,000 | +2.2% | 1,323 | +4.6% | 0.03% | 0.0% |
| Q2 2019 | $90,000 | +5.9% | 1,265 | +3.8% | 0.03% | +3.6% |
| Q1 2019 | $85,000 | +49.1% | 1,219 | +28.9% | 0.03% | +40.0% |
| Q4 2018 | $57,000 | -10.9% | 946 | +12.2% | 0.02% | +11.1% |
| Q3 2018 | $64,000 | – | 843 | – | 0.02% | – |
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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% |