SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $34,000 | +126.7% | 341 | +141.8% | 0.00% | +100.0% |
| Q2 2021 | $15,000 | -73.7% | 141 | -75.4% | 0.00% | -50.0% |
| Q1 2021 | $57,000 | +200.0% | 573 | +169.0% | 0.00% | +100.0% |
| Q4 2020 | $19,000 | +216.7% | 213 | +126.6% | 0.00% | +100.0% |
| Q3 2020 | $6,000 | -14.3% | 94 | -6.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +600.0% | 100 | +270.4% | 0.00% | – |
| Q1 2020 | $1,000 | -75.0% | 27 | -50.9% | 0.00% | – |
| Q4 2019 | $4,000 | +100.0% | 55 | +120.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 25 | -19.4% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 31 | +24.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | -99.9% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,728,000 | -0.9% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,744,000 | +3.6% | 25 | 0.0% | 0.00% | – |
| Q3 2017 | $1,684,000 | +5.4% | 25 | 0.0% | 0.00% | – |
| Q2 2017 | $1,598,000 | +1.5% | 25 | 0.0% | 0.00% | – |
| Q1 2017 | $1,575,000 | +2.5% | 25 | 0.0% | 0.00% | – |
| Q4 2016 | $1,537,000 | +6.8% | 25 | 0.0% | 0.00% | – |
| Q3 2016 | $1,439,000 | -84.4% | 25 | -85.4% | 0.00% | -100.0% |
| Q2 2016 | $9,239,000 | +593.6% | 171 | +584.0% | 0.00% | – |
| Q1 2016 | $1,332,000 | +133100.0% | 25 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |