SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $721,000 | +19.2% | 9,538 | +10.0% | 0.05% | +4.4% |
| Q3 2019 | $605,000 | -13.3% | 8,670 | -11.2% | 0.04% | -18.2% |
| Q2 2019 | $698,000 | +8.7% | 9,767 | +6.5% | 0.06% | +3.8% |
| Q1 2019 | $642,000 | +17.6% | 9,175 | +1.9% | 0.05% | +3.9% |
| Q4 2018 | $546,000 | -20.2% | 9,000 | +0.2% | 0.05% | -22.7% |
| Q3 2018 | $684,000 | +2.9% | 8,986 | -0.6% | 0.07% | -4.3% |
| Q2 2018 | $665,000 | +8.0% | 9,042 | +1.5% | 0.07% | 0.0% |
| Q1 2018 | $616,000 | +2.7% | 8,904 | +3.6% | 0.07% | +6.2% |
| Q4 2017 | $600,000 | +14.3% | 8,598 | +10.2% | 0.06% | +10.2% |
| Q3 2017 | $525,000 | -6.7% | 7,799 | -11.5% | 0.06% | -10.6% |
| Q2 2017 | $563,000 | +0.4% | 8,816 | -1.1% | 0.07% | -4.3% |
| Q1 2017 | $561,000 | +8.5% | 8,914 | +6.0% | 0.07% | 0.0% |
| Q4 2016 | $517,000 | +15.4% | 8,412 | +8.1% | 0.07% | -6.8% |
| Q3 2016 | $448,000 | +6.4% | 7,785 | 0.0% | 0.07% | +2.8% |
| Q2 2016 | $421,000 | – | 7,785 | – | 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% |