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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,561,777 | -0.1% | 85,992 | +5.6% | 0.16% | +4.7% |
| Q2 2023 | $3,565,254 | +9.1% | 81,398 | +4.5% | 0.15% | +1.4% |
| Q1 2023 | $3,267,045 | +6.3% | 77,917 | +2.7% | 0.15% | +1.4% |
| Q4 2022 | $3,074,287 | +34.8% | 75,890 | +25.8% | 0.14% | +21.8% |
| Q3 2022 | $2,280,000 | -3.0% | 60,322 | +0.1% | 0.12% | -2.5% |
| Q2 2022 | $2,350,000 | -32.8% | 60,265 | -18.4% | 0.12% | -14.1% |
| Q1 2022 | $3,499,000 | -7.0% | 73,883 | +101.2% | 0.14% | -6.0% |
| Q4 2021 | $3,761,000 | +5.6% | 36,730 | +3.2% | 0.15% | -6.2% |
| Q3 2021 | $3,563,000 | -2.8% | 35,592 | +1.2% | 0.16% | -8.0% |
| Q2 2021 | $3,664,000 | +5.1% | 35,171 | +0.6% | 0.18% | -2.2% |
| Q1 2021 | $3,486,000 | +27.0% | 34,970 | +13.4% | 0.18% | +11.9% |
| Q4 2020 | $2,745,000 | +122.1% | 30,846 | +70.5% | 0.16% | +88.2% |
| Q3 2020 | $1,236,000 | +22.6% | 18,093 | +17.3% | 0.08% | +11.8% |
| Q2 2020 | $1,008,000 | -12.5% | 15,424 | -31.0% | 0.08% | -29.6% |
| Q1 2020 | $1,152,000 | +37.5% | 22,368 | +101.8% | 0.11% | +54.3% |
| Q4 2019 | $838,000 | -23.3% | 11,085 | -29.3% | 0.07% | -31.4% |
| Q3 2019 | $1,093,000 | -2.5% | 15,680 | +0.0% | 0.10% | -4.7% |
| Q2 2019 | $1,121,000 | +29.9% | 15,678 | +27.1% | 0.11% | +23.0% |
| Q1 2019 | $863,000 | +75.4% | 12,338 | +52.3% | 0.09% | +67.3% |
| Q4 2018 | $492,000 | +7.2% | 8,100 | +34.6% | 0.05% | +26.8% |
| Q3 2018 | $459,000 | +33.0% | 6,020 | +28.5% | 0.04% | +28.1% |
| Q2 2018 | $345,000 | – | 4,685 | – | 0.03% | – |
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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% |