SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $528,000 | -2.8% | 13,956 | +0.3% | 0.14% | +5.8% |
| Q2 2022 | $543,000 | -19.2% | 13,914 | -1.9% | 0.14% | -5.5% |
| Q1 2022 | $672,000 | -25.5% | 14,190 | +61.0% | 0.14% | -22.5% |
| Q4 2021 | $902,000 | +21.2% | 8,813 | +18.6% | 0.19% | +12.0% |
| Q3 2021 | $744,000 | -1.6% | 7,430 | +2.4% | 0.17% | -1.2% |
| Q2 2021 | $756,000 | +7.5% | 7,259 | +2.9% | 0.17% | +1.2% |
| Q1 2021 | $703,000 | +2.6% | 7,053 | -8.4% | 0.17% | +3.7% |
| Q4 2020 | $685,000 | +33.8% | 7,701 | +2.7% | 0.16% | +40.0% |
| Q3 2020 | $512,000 | -3.6% | 7,499 | -7.8% | 0.12% | +0.9% |
| Q2 2020 | $531,000 | +29.5% | 8,129 | +2.2% | 0.11% | +12.9% |
| Q1 2020 | $410,000 | -31.0% | 7,952 | +1.3% | 0.10% | 0.0% |
| Q4 2019 | $594,000 | +22.0% | 7,847 | +12.4% | 0.10% | +23.2% |
| Q3 2019 | $487,000 | -3.2% | 6,984 | -0.8% | 0.08% | 0.0% |
| Q2 2019 | $503,000 | -1.0% | 7,043 | -3.0% | 0.08% | +1.2% |
| Q1 2019 | $508,000 | +31.6% | 7,260 | +14.2% | 0.08% | +19.1% |
| Q4 2018 | $386,000 | -17.3% | 6,357 | +3.8% | 0.07% | +4.6% |
| Q3 2018 | $467,000 | -14.0% | 6,126 | -17.0% | 0.06% | -14.5% |
| Q2 2018 | $543,000 | +4.0% | 7,382 | -2.1% | 0.08% | +7.0% |
| Q1 2018 | $522,000 | +0.6% | 7,544 | +1.5% | 0.07% | +2.9% |
| Q4 2017 | $519,000 | +6.6% | 7,435 | +2.9% | 0.07% | -5.5% |
| Q3 2017 | $487,000 | -29.1% | 7,226 | -32.8% | 0.07% | -27.7% |
| Q2 2017 | $687,000 | +51.7% | 10,753 | +49.5% | 0.10% | +34.7% |
| Q1 2017 | $453,000 | -26.2% | 7,193 | -27.9% | 0.08% | -17.6% |
| Q4 2016 | $614,000 | -0.8% | 9,980 | -7.2% | 0.09% | +5.8% |
| Q3 2016 | $619,000 | +72.9% | 10,755 | +62.5% | 0.09% | +45.8% |
| Q2 2016 | $358,000 | +3.5% | 6,619 | -0.5% | 0.06% | +5.4% |
| Q1 2016 | $346,000 | -10.8% | 6,653 | -10.7% | 0.06% | -34.9% |
| Q4 2015 | $388,000 | +12.8% | 7,453 | +10.1% | 0.09% | +8.9% |
| Q3 2015 | $344,000 | -54.6% | 6,772 | -48.6% | 0.08% | -3.7% |
| Q2 2015 | $758,000 | +125.6% | 13,176 | +125.7% | 0.08% | +10.8% |
| Q1 2015 | $336,000 | +0.6% | 5,838 | -3.7% | 0.07% | +10.4% |
| Q4 2014 | $334,000 | +9.2% | 6,060 | +1.9% | 0.07% | -6.9% |
| Q3 2014 | $306,000 | +32.5% | 5,948 | +41.0% | 0.07% | +30.9% |
| Q2 2014 | $231,000 | – | 4,219 | – | 0.06% | – |
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% |