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 2022 | $184,000 | -3.2% | 4,863 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $190,000 | -17.4% | 4,863 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $230,000 | -71.1% | 4,863 | -37.5% | 0.03% | -68.3% |
| Q4 2021 | $797,000 | +2.3% | 7,781 | 0.0% | 0.10% | -2.8% |
| Q3 2021 | $779,000 | -3.9% | 7,781 | 0.0% | 0.11% | -4.5% |
| Q2 2021 | $811,000 | +4.5% | 7,781 | 0.0% | 0.11% | -2.6% |
| Q1 2021 | $776,000 | +12.0% | 7,781 | 0.0% | 0.12% | +7.5% |
| Q4 2020 | $693,000 | +7600.0% | 7,781 | +5341.3% | 0.11% | +10600.0% |
| Q2 2020 | $9,000 | -97.4% | 143 | -97.9% | 0.00% | -98.2% |
| Q1 2020 | $350,000 | -3.6% | 6,800 | +41.7% | 0.06% | +40.0% |
| Q4 2019 | $363,000 | +8.4% | 4,800 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $335,000 | -2.3% | 4,800 | 0.0% | 0.04% | -11.4% |
| Q2 2019 | $343,000 | +2.1% | 4,800 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $336,000 | -4.8% | 4,800 | 0.0% | 0.04% | -20.4% |
| Q4 2018 | $353,000 | -3.6% | 4,800 | 0.0% | 0.05% | +3.8% |
| Q3 2018 | $366,000 | +3.7% | 4,800 | 0.0% | 0.05% | -3.7% |
| Q2 2018 | $353,000 | +6.3% | 4,800 | 0.0% | 0.05% | +1.9% |
| Q1 2018 | $332,000 | -15.9% | 4,800 | -15.2% | 0.05% | -10.2% |
| Q4 2017 | $395,000 | +3.7% | 5,661 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $381,000 | +5.2% | 5,661 | 0.0% | 0.06% | +1.7% |
| Q2 2017 | $362,000 | +609.8% | 5,661 | +513.3% | 0.06% | +866.7% |
| Q4 2014 | $51,000 | +8.5% | 923 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $47,000 | -14.5% | 923 | -7.5% | 0.01% | -14.3% |
| Q2 2014 | $55,000 | +12.2% | 998 | +8.1% | 0.01% | -12.5% |
| Q1 2014 | $49,000 | +2.1% | 923 | 0.0% | 0.01% | +14.3% |
| Q4 2013 | $48,000 | +6.7% | 923 | 0.0% | 0.01% | -12.5% |
| Q3 2013 | $45,000 | +9.8% | 923 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $41,000 | – | 923 | – | 0.01% | – |
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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% |