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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $87,225 | -11.5% | 1,991 | -15.3% | 0.01% | -27.3% |
| Q1 2023 | $98,527 | -5.1% | 2,350 | -8.3% | 0.01% | -8.3% |
| Q4 2022 | $103,865 | -2.0% | 2,564 | -8.3% | 0.01% | -25.0% |
| Q3 2022 | $106,000 | -1.9% | 2,797 | +0.9% | 0.02% | 0.0% |
| Q2 2022 | $108,000 | -16.9% | 2,772 | +0.9% | 0.02% | 0.0% |
| Q1 2022 | $130,000 | -8.5% | 2,746 | +98.0% | 0.02% | 0.0% |
| Q4 2021 | $142,000 | -6.0% | 1,387 | -8.2% | 0.02% | -15.8% |
| Q3 2021 | $151,000 | -3.2% | 1,511 | +0.7% | 0.02% | -9.5% |
| Q2 2021 | $156,000 | +51.5% | 1,501 | +45.7% | 0.02% | +50.0% |
| Q1 2021 | $103,000 | +13.2% | 1,030 | +1.0% | 0.01% | +7.7% |
| Q4 2020 | $91,000 | +31.9% | 1,020 | +1.2% | 0.01% | +18.2% |
| Q3 2020 | $69,000 | -77.8% | 1,008 | -78.9% | 0.01% | -79.2% |
| Q2 2020 | $311,000 | +26.9% | 4,767 | +0.4% | 0.05% | +8.2% |
| Q1 2020 | $245,000 | -31.4% | 4,746 | +0.7% | 0.05% | -50.5% |
| Q4 2019 | $357,000 | +9.8% | 4,715 | +1.1% | 0.10% | -3.9% |
| Q3 2019 | $325,000 | -2.1% | 4,664 | +0.5% | 0.10% | -5.5% |
| Q2 2019 | $332,000 | +2.5% | 4,639 | +0.2% | 0.11% | -6.0% |
| Q1 2019 | $324,000 | -6.1% | 4,629 | -18.6% | 0.12% | +2.7% |
| Q4 2018 | $345,000 | -19.6% | 5,684 | +0.9% | 0.11% | -43.5% |
| Q3 2018 | $429,000 | +28.1% | 5,636 | +23.8% | 0.20% | +16.3% |
| Q2 2018 | $335,000 | +6.7% | 4,552 | +0.2% | 0.17% | -4.4% |
| Q1 2018 | $314,000 | -0.3% | 4,541 | +0.5% | 0.18% | -16.3% |
| Q4 2017 | $315,000 | +4.3% | 4,518 | +0.7% | 0.22% | +3.9% |
| Q3 2017 | $302,000 | +6.0% | 4,488 | +0.5% | 0.21% | -5.5% |
| Q2 2017 | $285,000 | +1.8% | 4,467 | +0.5% | 0.22% | -10.2% |
| Q1 2017 | $280,000 | – | 4,443 | – | 0.24% | – |
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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% |