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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,228,849 | -6.1% | 222,811 | -0.7% | 0.53% | -2.2% |
| Q2 2023 | $9,829,301 | +4.0% | 224,413 | -0.4% | 0.54% | -2.5% |
| Q1 2023 | $9,448,386 | +1.2% | 225,337 | -2.3% | 0.56% | -4.1% |
| Q4 2022 | $9,340,350 | +10.2% | 230,569 | +2.9% | 0.58% | 0.0% |
| Q3 2022 | $8,472,000 | -33.3% | 224,118 | -31.2% | 0.58% | -30.7% |
| Q2 2022 | $12,697,000 | -11.4% | 325,631 | +7.6% | 0.84% | +5.9% |
| Q1 2022 | $14,335,000 | -3.3% | 302,687 | +109.1% | 0.79% | +5.9% |
| Q4 2021 | $14,825,000 | +5.6% | 144,781 | +3.2% | 0.75% | -3.2% |
| Q3 2021 | $14,045,000 | -0.3% | 140,312 | +3.7% | 0.77% | -1.4% |
| Q2 2021 | $14,094,000 | +7.5% | 135,281 | +2.8% | 0.78% | -0.5% |
| Q1 2021 | $13,114,000 | +17.7% | 131,574 | +5.1% | 0.79% | +11.8% |
| Q4 2020 | $11,142,000 | +33.2% | 125,187 | +2.3% | 0.70% | +13.9% |
| Q3 2020 | $8,363,000 | +4.9% | 122,418 | +0.3% | 0.62% | -2.5% |
| Q2 2020 | $7,973,000 | +27.8% | 122,025 | +0.7% | 0.63% | +5.1% |
| Q1 2020 | $6,241,000 | -31.2% | 121,138 | +1.0% | 0.60% | -7.7% |
| Q4 2019 | $9,076,000 | +13.0% | 119,991 | +4.2% | 0.65% | +3.5% |
| Q3 2019 | $8,033,000 | +2.4% | 115,194 | +4.9% | 0.63% | +2.8% |
| Q2 2019 | $7,847,000 | +11.1% | 109,783 | +8.7% | 0.61% | +7.2% |
| Q1 2019 | $7,065,000 | +15.3% | 101,025 | +0.1% | 0.57% | -1.4% |
| Q4 2018 | $6,125,000 | -20.1% | 100,939 | +0.3% | 0.58% | -5.8% |
| Q3 2018 | $7,668,000 | +7.6% | 100,673 | +3.9% | 0.62% | +0.7% |
| Q2 2018 | $7,129,000 | +9.9% | 96,900 | +3.3% | 0.61% | +5.0% |
| Q1 2018 | $6,486,000 | +4.0% | 93,829 | +4.9% | 0.58% | +4.1% |
| Q4 2017 | $6,239,000 | +14.2% | 89,454 | +10.3% | 0.56% | +3.1% |
| Q3 2017 | $5,465,000 | +10.6% | 81,126 | +4.9% | 0.54% | +8.0% |
| Q2 2017 | $4,940,000 | +6.8% | 77,301 | +5.3% | 0.50% | +3.1% |
| Q1 2017 | $4,624,000 | +12.2% | 73,426 | +9.6% | 0.49% | +7.5% |
| Q4 2016 | $4,120,000 | +10.7% | 67,006 | +3.6% | 0.45% | +8.1% |
| Q3 2016 | $3,722,000 | +9.5% | 64,671 | +2.8% | 0.42% | +6.1% |
| Q2 2016 | $3,399,000 | +8.8% | 62,911 | +4.8% | 0.40% | +8.5% |
| Q1 2016 | $3,123,000 | +18.5% | 60,008 | +18.6% | 0.36% | +15.1% |
| Q4 2015 | $2,635,000 | +18.8% | 50,583 | +15.9% | 0.32% | +14.9% |
| Q3 2015 | $2,218,000 | +77.3% | 43,661 | +100.6% | 0.28% | +94.4% |
| Q2 2015 | $1,251,000 | – | 21,767 | – | 0.14% | – |
Download | ||||||
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% |