SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,232,494 | +89.6% | 29,756 | +78.6% | 0.00% | – |
Q2 2022 | $650,000 | +217.1% | 16,659 | +622.1% | 0.00% | – |
Q4 2020 | $205,000 | -36.5% | 2,307 | -51.2% | 0.00% | – |
Q3 2020 | $323,000 | -74.4% | 4,727 | -75.5% | 0.00% | -100.0% |
Q2 2020 | $1,262,000 | +465.9% | 19,315 | +518.3% | 0.00% | – |
Q2 2019 | $223,000 | -57.3% | 3,124 | -58.2% | 0.00% | -100.0% |
Q1 2019 | $522,000 | +73.4% | 7,465 | +88.9% | 0.00% | – |
Q3 2018 | $301,000 | -62.1% | 3,952 | -63.4% | 0.00% | -100.0% |
Q2 2018 | $795,000 | +17.3% | 10,809 | +10.2% | 0.00% | 0.0% |
Q1 2018 | $678,000 | -18.9% | 9,810 | -18.2% | 0.00% | 0.0% |
Q4 2017 | $836,000 | +76.0% | 11,987 | +69.9% | 0.00% | 0.0% |
Q3 2017 | $475,000 | -65.2% | 7,056 | -67.0% | 0.00% | -50.0% |
Q2 2017 | $1,365,000 | +233.7% | 21,351 | +221.0% | 0.00% | +100.0% |
Q4 2016 | $409,000 | – | 6,652 | – | 0.00% | – |
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% |