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 2023 | $813 | -44.0% | 19,624 | -40.8% | 0.13% | -42.7% |
| Q2 2023 | $1,451 | -99.9% | 33,122 | -27.4% | 0.22% | -29.9% |
| Q1 2023 | $1,914,002 | +775.0% | 45,648 | +745.3% | 0.31% | +705.1% |
| Q4 2022 | $218,754 | -7.7% | 5,400 | +7.8% | 0.04% | -9.3% |
| Q1 2022 | $237,000 | -10.6% | 5,010 | +93.4% | 0.04% | -10.4% |
| Q4 2021 | $265,000 | +2.3% | 2,590 | 0.0% | 0.05% | -7.7% |
| Q3 2021 | $259,000 | -4.1% | 2,590 | +0.1% | 0.05% | -1.9% |
| Q2 2021 | $270,000 | +7.6% | 2,588 | +2.8% | 0.05% | 0.0% |
| Q1 2021 | $251,000 | +9.6% | 2,518 | -2.3% | 0.05% | 0.0% |
| Q4 2020 | $229,000 | -36.4% | 2,576 | -45.9% | 0.05% | -41.8% |
| Q4 2019 | $360,000 | +9.1% | 4,758 | +0.7% | 0.09% | +1.1% |
| Q3 2019 | $330,000 | +9.3% | 4,727 | +11.8% | 0.09% | +9.8% |
| Q2 2019 | $302,000 | +20.3% | 4,227 | +17.8% | 0.08% | +17.1% |
| Q1 2019 | $251,000 | – | 3,587 | – | 0.07% | – |
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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% |