SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |