SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23 | -4.2% | 550 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $24 | +4.3% | 550 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $23 | +4.5% | 550 | 0.0% | 0.03% | +3.7% |
| Q4 2022 | $22 | -99.9% | 550 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $21,000 | 0.0% | 550 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $21,000 | -19.2% | 550 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $26,000 | -16.1% | 550 | +84.6% | 0.03% | -9.7% |
| Q4 2021 | $31,000 | +3.3% | 298 | 0.0% | 0.03% | -6.1% |
| Q3 2021 | $30,000 | 0.0% | 298 | +2.4% | 0.03% | +6.5% |
| Q2 2021 | $30,000 | +3.4% | 291 | 0.0% | 0.03% | +24.0% |
| Q1 2021 | $29,000 | +11.5% | 291 | 0.0% | 0.02% | +19.0% |
| Q4 2020 | $26,000 | +30.0% | 291 | 0.0% | 0.02% | +10.5% |
| Q3 2020 | $20,000 | +11.1% | 291 | +5.8% | 0.02% | +11.8% |
| Q2 2020 | $18,000 | +28.6% | 275 | 0.0% | 0.02% | +13.3% |
| Q1 2020 | $14,000 | -83.7% | 275 | -75.8% | 0.02% | -78.3% |
| Q4 2019 | $86,000 | +8.9% | 1,135 | 0.0% | 0.07% | +6.2% |
| Q3 2019 | $79,000 | -2.5% | 1,135 | 0.0% | 0.06% | +3.2% |
| Q2 2019 | $81,000 | +326.3% | 1,135 | +312.7% | 0.06% | +320.0% |
| Q1 2019 | $19,000 | +11.8% | 275 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $17,000 | -19.0% | 275 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $21,000 | – | 275 | – | 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% |