SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $670,021 | +24.6% | 15,297 | +19.3% | 0.10% | +17.4% |
| Q1 2023 | $537,637 | +3.0% | 12,822 | -0.5% | 0.09% | -1.1% |
| Q4 2022 | $522,020 | -2.4% | 12,886 | -9.0% | 0.09% | -6.5% |
| Q3 2022 | $535,000 | -14.3% | 14,164 | +7.5% | 0.09% | +4.5% |
| Q1 2022 | $624,000 | -10.1% | 13,173 | +94.5% | 0.09% | -5.3% |
| Q4 2021 | $694,000 | +5.2% | 6,774 | +2.8% | 0.09% | -2.1% |
| Q3 2021 | $660,000 | -14.9% | 6,591 | -11.5% | 0.10% | -14.3% |
| Q2 2021 | $776,000 | +5.7% | 7,444 | +1.1% | 0.11% | -2.6% |
| Q1 2021 | $734,000 | +10.9% | 7,361 | -1.0% | 0.12% | -5.7% |
| Q4 2020 | $662,000 | +27.8% | 7,435 | -1.8% | 0.12% | +7.0% |
| Q3 2020 | $518,000 | -11.9% | 7,575 | -15.9% | 0.11% | -15.6% |
| Q2 2020 | $588,000 | +17.8% | 9,004 | -7.1% | 0.14% | -1.5% |
| Q1 2020 | $499,000 | -37.2% | 9,692 | -7.7% | 0.14% | -19.9% |
| Q4 2019 | $794,000 | +8.2% | 10,498 | -0.2% | 0.17% | 0.0% |
| Q3 2019 | $734,000 | +12.9% | 10,521 | +15.6% | 0.17% | +41.3% |
| Q2 2019 | $650,000 | -46.5% | 9,098 | -47.7% | 0.12% | -41.5% |
| Q1 2019 | $1,216,000 | +13.2% | 17,390 | -1.8% | 0.21% | +0.5% |
| Q4 2018 | $1,074,000 | -21.7% | 17,701 | -1.7% | 0.21% | -8.0% |
| Q3 2018 | $1,372,000 | -1.7% | 18,005 | -5.1% | 0.22% | -10.0% |
| Q2 2018 | $1,396,000 | +22.8% | 18,977 | +15.4% | 0.25% | +12.2% |
| Q1 2018 | $1,137,000 | -19.8% | 16,448 | -19.1% | 0.22% | -5.9% |
| Q4 2017 | $1,417,000 | +3.4% | 20,323 | -0.1% | 0.24% | -3.3% |
| Q3 2017 | $1,370,000 | +3.1% | 20,342 | -2.2% | 0.24% | +2.5% |
| Q2 2017 | $1,329,000 | +6.5% | 20,790 | +5.0% | 0.24% | +7.7% |
| Q1 2017 | $1,248,000 | +184.3% | 19,807 | +177.6% | 0.22% | +114.6% |
| Q4 2016 | $439,000 | +3.8% | 7,136 | -2.7% | 0.10% | -9.6% |
| Q3 2016 | $423,000 | +6.0% | 7,336 | -0.5% | 0.11% | +0.9% |
| Q2 2016 | $399,000 | +20.2% | 7,372 | +15.4% | 0.11% | -5.0% |
| Q1 2016 | $332,000 | -18.8% | 6,389 | -18.7% | 0.12% | -27.4% |
| Q4 2015 | $409,000 | +160.5% | 7,858 | +186.9% | 0.16% | +192.9% |
| Q2 2015 | $157,000 | -4.3% | 2,739 | -3.9% | 0.06% | -12.5% |
| Q1 2015 | $164,000 | +300.0% | 2,850 | +285.1% | 0.06% | +255.6% |
| Q4 2014 | $41,000 | +173.3% | 740 | +157.8% | 0.02% | +157.1% |
| Q3 2014 | $15,000 | +50.0% | 287 | +52.7% | 0.01% | +40.0% |
| Q2 2014 | $10,000 | +100.0% | 188 | +97.9% | 0.01% | +66.7% |
| Q3 2013 | $5,000 | – | 95 | – | 0.00% | – |
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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% |