SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,045 | +8.0% | 14,487 | +14.2% | 0.22% | +8.7% |
| Q2 2023 | $555,615 | -6.6% | 12,685 | -10.6% | 0.21% | -7.6% |
| Q1 2023 | $595,083 | +7.3% | 14,192 | +3.7% | 0.22% | 0.0% |
| Q4 2022 | $554,532 | +4.0% | 13,689 | -2.9% | 0.22% | -1.3% |
| Q3 2022 | $533,000 | -2.7% | 14,092 | +0.2% | 0.23% | +4.6% |
| Q2 2022 | $548,000 | -17.7% | 14,067 | +0.1% | 0.22% | -6.9% |
| Q1 2022 | $666,000 | -13.7% | 14,055 | +86.4% | 0.23% | -11.8% |
| Q4 2021 | $772,000 | -62.0% | 7,541 | -62.8% | 0.26% | -57.0% |
| Q3 2021 | $2,031,000 | -5.1% | 20,292 | -1.2% | 0.61% | +0.8% |
| Q2 2021 | $2,140,000 | +5.7% | 20,543 | +1.1% | 0.61% | +2.4% |
| Q1 2021 | $2,025,000 | +13.5% | 20,319 | +1.4% | 0.59% | +3.5% |
| Q4 2020 | $1,784,000 | +27.8% | 20,045 | -1.9% | 0.57% | +19.4% |
| Q3 2020 | $1,396,000 | +3.2% | 20,429 | -1.3% | 0.48% | -7.2% |
| Q2 2020 | $1,353,000 | +18.2% | 20,705 | -6.8% | 0.52% | +3.0% |
| Q1 2020 | $1,145,000 | -31.6% | 22,217 | +0.3% | 0.50% | -13.8% |
| Q4 2019 | $1,675,000 | +9.5% | 22,143 | +0.9% | 0.58% | +1.9% |
| Q3 2019 | $1,530,000 | +0.9% | 21,936 | +3.4% | 0.57% | +2.7% |
| Q2 2019 | $1,517,000 | +4.0% | 21,224 | +1.7% | 0.56% | -2.3% |
| Q1 2019 | $1,459,000 | +24.4% | 20,862 | +8.0% | 0.57% | +7.8% |
| Q4 2018 | $1,173,000 | -16.6% | 19,324 | +4.7% | 0.53% | -1.9% |
| Q3 2018 | $1,406,000 | +5.2% | 18,463 | +1.7% | 0.54% | +0.8% |
| Q2 2018 | $1,336,000 | +5.0% | 18,155 | -1.4% | 0.53% | +2.3% |
| Q1 2018 | $1,272,000 | -12.2% | 18,404 | -11.3% | 0.52% | -9.7% |
| Q4 2017 | $1,448,000 | +4.9% | 20,760 | +1.2% | 0.58% | +1.1% |
| Q3 2017 | $1,381,000 | +15.9% | 20,506 | +10.0% | 0.57% | +9.6% |
| Q2 2017 | $1,192,000 | +16.3% | 18,644 | +14.6% | 0.52% | +7.9% |
| Q1 2017 | $1,025,000 | +4.4% | 16,269 | +1.9% | 0.48% | -1.2% |
| Q4 2016 | $982,000 | +59.4% | 15,972 | +49.3% | 0.49% | +53.3% |
| Q3 2016 | $616,000 | +6.0% | 10,701 | -0.5% | 0.32% | +7.4% |
| Q2 2016 | $581,000 | +40.7% | 10,754 | +35.4% | 0.30% | +35.6% |
| Q1 2016 | $413,000 | +5.9% | 7,945 | +6.2% | 0.22% | -3.1% |
| Q4 2015 | $390,000 | +25.8% | 7,484 | +22.5% | 0.23% | +25.6% |
| Q3 2015 | $310,000 | +9.5% | 6,109 | +24.1% | 0.18% | +15.4% |
| Q2 2015 | $283,000 | +4.0% | 4,924 | +4.2% | 0.16% | +6.1% |
| Q1 2015 | $272,000 | – | 4,724 | – | 0.15% | – |
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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% |