SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,373 | +4.0% | 516 | +10.0% | 0.01% | +20.0% |
| Q2 2023 | $20,542 | +27.3% | 469 | +21.8% | 0.01% | 0.0% |
| Q1 2023 | $16,143 | +3.5% | 385 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $15,596 | +4.0% | 385 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $15,000 | +7.1% | 385 | +8.8% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | +7.7% | 354 | +31.1% | 0.01% | +25.0% |
| Q1 2022 | $13,000 | -7.1% | 270 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 135 | +9.8% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -25.0% | 123 | -22.2% | 0.00% | -20.0% |
| Q2 2021 | $16,000 | +300.0% | 158 | +338.9% | 0.01% | +400.0% |
| Q1 2021 | $4,000 | +33.3% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 36 | +2.9% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | +100.0% | 35 | +105.9% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -99.7% | 17 | -99.6% | 0.00% | -100.0% |
| Q4 2019 | $355,000 | +8.6% | 4,697 | +0.0% | 0.13% | +4.8% |
| Q3 2019 | $327,000 | -2.7% | 4,696 | 0.0% | 0.12% | -4.6% |
| Q2 2019 | $336,000 | +2.4% | 4,696 | 0.0% | 0.13% | +2.4% |
| Q1 2019 | $328,000 | – | 4,696 | – | 0.13% | – |
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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% |