SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $868,000 | -51.9% | 16,837 | -29.3% | 0.04% | -37.5% |
| Q4 2019 | $1,803,000 | +55.7% | 23,829 | +43.4% | 0.06% | +56.1% |
| Q3 2019 | $1,158,000 | +10.7% | 16,617 | +13.6% | 0.04% | +28.1% |
| Q2 2019 | $1,046,000 | -17.8% | 14,632 | -19.5% | 0.03% | -13.5% |
| Q1 2019 | $1,272,000 | +136.0% | 18,177 | +104.6% | 0.04% | +146.7% |
| Q4 2018 | $539,000 | +5.3% | 8,884 | +32.3% | 0.02% | -11.8% |
| Q3 2018 | $512,000 | – | 6,716 | – | 0.02% | – |
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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% |