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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $291,000 | +35.3% | 3,273 | +4.1% | 0.00% | +100.0% |
| Q3 2020 | $215,000 | -21.8% | 3,145 | -13.6% | 0.00% | 0.0% |
| Q4 2019 | $275,000 | +7.8% | 3,638 | -0.6% | 0.00% | 0.0% |
| Q3 2019 | $255,000 | -11.1% | 3,660 | -8.9% | 0.00% | -50.0% |
| Q2 2019 | $287,000 | +5.5% | 4,018 | +3.5% | 0.00% | 0.0% |
| Q1 2019 | $272,000 | -2.9% | 3,884 | -15.7% | 0.00% | 0.0% |
| Q4 2018 | $280,000 | -14.4% | 4,609 | +7.5% | 0.00% | 0.0% |
| Q3 2018 | $327,000 | +11.2% | 4,287 | +7.4% | 0.00% | 0.0% |
| Q2 2018 | $294,000 | +10.1% | 3,990 | +3.6% | 0.00% | 0.0% |
| Q1 2018 | $267,000 | +1.5% | 3,853 | +2.1% | 0.00% | +100.0% |
| Q4 2017 | $263,000 | +6.5% | 3,774 | +2.8% | 0.00% | -50.0% |
| Q3 2017 | $247,000 | +7.4% | 3,670 | +2.0% | 0.00% | 0.0% |
| Q2 2017 | $230,000 | – | 3,598 | – | 0.00% | – |
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% |