SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911 | +48.6% | 22 | +57.1% | 0.00% | – |
| Q2 2023 | $613 | – | 14 | +40.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 10 | -98.5% | 0.00% | – |
| Q1 2022 | $32,000 | +3.2% | 685 | +126.1% | 0.00% | – |
| Q4 2021 | $31,000 | +675.0% | 303 | +718.9% | 0.00% | – |
| Q3 2021 | $4,000 | -88.6% | 37 | -89.5% | 0.00% | – |
| Q1 2021 | $35,000 | -23.9% | 351 | -31.6% | 0.00% | – |
| Q4 2020 | $46,000 | +100.0% | 513 | +51.8% | 0.00% | – |
| Q3 2020 | $23,000 | +4.5% | 338 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | +29.4% | 338 | 0.0% | 0.00% | – |
| Q1 2020 | $17,000 | -66.0% | 338 | -48.9% | 0.00% | – |
| Q4 2019 | $50,000 | +2.0% | 662 | -5.4% | 0.00% | – |
| Q3 2019 | $49,000 | -22.2% | 700 | -20.8% | 0.00% | -100.0% |
| Q2 2019 | $63,000 | -11.3% | 884 | -12.8% | 0.00% | 0.0% |
| Q1 2019 | $71,000 | +14.5% | 1,014 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $62,000 | -49.6% | 1,014 | -37.3% | 0.00% | 0.0% |
| Q3 2018 | $123,000 | +3.4% | 1,616 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $119,000 | +6.2% | 1,616 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $112,000 | -0.9% | 1,616 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $113,000 | -31.9% | 1,616 | -34.5% | 0.00% | -50.0% |
| Q3 2017 | $166,000 | +5.1% | 2,467 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $158,000 | +1.9% | 2,467 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $155,000 | +2.0% | 2,467 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $152,000 | -2.6% | 2,467 | -9.3% | 0.00% | 0.0% |
| Q3 2016 | $156,000 | +2.6% | 2,719 | -3.2% | 0.00% | -33.3% |
| Q2 2016 | $152,000 | +4.1% | 2,808 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $146,000 | 0.0% | 2,808 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $146,000 | – | 2,808 | – | 0.00% | – |
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% |