SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,879 | +25.4% | 209,127 | +10.0% | 0.80% | +13.9% |
| Q3 2023 | $7,877 | -5.0% | 190,163 | +0.4% | 0.70% | 0.0% |
| Q2 2023 | $8,295 | +4.7% | 189,378 | +0.2% | 0.70% | -0.7% |
| Q1 2023 | $7,924 | +3.0% | 188,990 | -0.5% | 0.70% | -3.3% |
| Q4 2022 | $7,696 | -99.9% | 189,977 | +2.0% | 0.73% | +3.6% |
| Q3 2022 | $7,037,000 | -4.1% | 186,176 | -1.1% | 0.70% | +1.4% |
| Q2 2022 | $7,339,000 | -16.2% | 188,223 | +1.8% | 0.69% | -3.1% |
| Q1 2022 | $8,754,000 | -6.1% | 184,842 | +103.0% | 0.72% | +2.0% |
| Q4 2021 | $9,322,000 | +6.4% | 91,037 | +4.0% | 0.70% | -3.8% |
| Q3 2021 | $8,761,000 | +0.4% | 87,520 | +4.5% | 0.73% | -1.7% |
| Q2 2021 | $8,729,000 | +10.1% | 83,783 | +5.3% | 0.74% | +0.8% |
| Q1 2021 | $7,928,000 | +33.0% | 79,540 | +18.7% | 0.74% | +25.6% |
| Q4 2020 | $5,963,000 | +43.3% | 66,997 | +10.0% | 0.59% | +27.9% |
| Q3 2020 | $4,160,000 | +25.2% | 60,896 | +19.7% | 0.46% | +15.3% |
| Q2 2020 | $3,324,000 | +30.3% | 50,870 | +2.7% | 0.40% | +12.7% |
| Q1 2020 | $2,551,000 | -46.7% | 49,522 | -21.8% | 0.35% | -32.9% |
| Q4 2019 | $4,787,000 | +11.2% | 63,288 | +2.5% | 0.53% | +1.2% |
| Q3 2019 | $4,304,000 | +2.6% | 61,724 | +5.2% | 0.52% | +0.4% |
| Q2 2019 | $4,193,000 | +16.9% | 58,664 | +14.4% | 0.52% | +8.8% |
| Q1 2019 | $3,588,000 | +26.2% | 51,302 | +9.5% | 0.48% | +11.7% |
| Q4 2018 | $2,842,000 | -17.8% | 46,830 | +3.2% | 0.43% | -7.4% |
| Q3 2018 | $3,456,000 | +15.9% | 45,378 | +11.9% | 0.46% | +7.7% |
| Q2 2018 | $2,983,000 | +28.3% | 40,546 | +20.6% | 0.43% | +21.0% |
| Q1 2018 | $2,325,000 | +62.6% | 33,633 | +64.0% | 0.35% | +59.0% |
| Q4 2017 | $1,430,000 | +101.7% | 20,511 | +94.9% | 0.22% | +86.6% |
| Q3 2017 | $709,000 | +11.1% | 10,522 | +5.5% | 0.12% | +11.2% |
| Q2 2017 | $638,000 | +11.1% | 9,975 | +9.5% | 0.11% | +0.9% |
| Q1 2017 | $574,000 | – | 9,112 | – | 0.11% | – |
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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% |