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 2022 | $33,000 | -2.9% | 878 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -34.6% | 878 | -20.5% | 0.00% | -50.0% |
| Q1 2022 | $52,000 | -24.6% | 1,104 | +63.8% | 0.00% | 0.0% |
| Q4 2021 | $69,000 | +3.0% | 674 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $67,000 | +45.7% | 674 | +53.5% | 0.00% | +50.0% |
| Q2 2021 | $46,000 | +253.8% | 439 | +237.7% | 0.00% | +100.0% |
| Q1 2021 | $13,000 | +8.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +33.3% | 130 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | -25.0% | 130 | -31.6% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -25.0% | 190 | -40.3% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -33.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | -4.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 318 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -20.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | -35.1% | 318 | -36.1% | 0.00% | -50.0% |
| Q2 2018 | $37,000 | +68.2% | 498 | +56.6% | 0.00% | +100.0% |
| Q1 2018 | $22,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | – | 318 | – | 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% |