SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $320,000 | -3.9% | 3,201 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $333,000 | +4.4% | 3,201 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $319,000 | +1.3% | 3,201 | -9.5% | 0.03% | -5.6% |
| Q4 2020 | $315,000 | +30.2% | 3,538 | 0.0% | 0.04% | +16.1% |
| Q3 2020 | $242,000 | -9.0% | 3,538 | -13.1% | 0.03% | -11.4% |
| Q2 2020 | $266,000 | +11.8% | 4,070 | -11.8% | 0.04% | -2.8% |
| Q1 2020 | $238,000 | -37.2% | 4,617 | -8.0% | 0.04% | -21.7% |
| Q4 2019 | $379,000 | -5.0% | 5,017 | -12.2% | 0.05% | -13.2% |
| Q3 2019 | $399,000 | -13.1% | 5,717 | -10.9% | 0.05% | -13.1% |
| Q2 2019 | $459,000 | +2.2% | 6,417 | 0.0% | 0.06% | +3.4% |
| Q1 2019 | $449,000 | +15.4% | 6,417 | 0.0% | 0.06% | +15.7% |
| Q4 2018 | $389,000 | -20.4% | 6,417 | 0.0% | 0.05% | -8.9% |
| Q3 2018 | $489,000 | +3.6% | 6,417 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $472,000 | -24.2% | 6,417 | -28.8% | 0.06% | -26.3% |
| Q1 2018 | $623,000 | -21.3% | 9,018 | -20.6% | 0.08% | -20.8% |
| Q4 2017 | $792,000 | – | 11,357 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |