SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,430 | +8.5% | 12,782 | +14.8% | 0.01% | +14.3% |
| Q2 2023 | $487,757 | +5.4% | 11,136 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $462,781 | +721.3% | 11,037 | +693.5% | 0.01% | +600.0% |
| Q4 2022 | $56,349 | +65.7% | 1,391 | +52.5% | 0.00% | 0.0% |
| Q3 2022 | $34,000 | +17.2% | 912 | +21.4% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -58.0% | 751 | -48.5% | 0.00% | 0.0% |
| Q1 2022 | $69,000 | +6.2% | 1,457 | +128.0% | 0.00% | 0.0% |
| Q4 2021 | $65,000 | +30.0% | 639 | +27.3% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | +19.0% | 502 | +24.9% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +600.0% | 402 | +548.4% | 0.00% | – |
| Q1 2021 | $6,000 | -40.0% | 62 | -67.0% | 0.00% | – |
| Q1 2020 | $10,000 | – | 188 | – | 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% |