SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,325 | -4.1% | 1,553 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $67,102 | -8.0% | 1,532 | -12.0% | 0.01% | -20.0% |
| Q1 2023 | $72,958 | +1.7% | 1,740 | -1.7% | 0.01% | 0.0% |
| Q4 2022 | $71,708 | -11.5% | 1,770 | -17.8% | 0.01% | -28.6% |
| Q3 2022 | $81,000 | +35.0% | 2,153 | +40.5% | 0.01% | +40.0% |
| Q2 2022 | $60,000 | -30.2% | 1,532 | -15.8% | 0.01% | -37.5% |
| Q1 2022 | $86,000 | +43.3% | 1,820 | +209.0% | 0.02% | +60.0% |
| Q4 2021 | $60,000 | +3.4% | 589 | +1.9% | 0.01% | -23.1% |
| Q3 2021 | $58,000 | +18.4% | 578 | +21.7% | 0.01% | +8.3% |
| Q2 2021 | $49,000 | -14.0% | 475 | -17.2% | 0.01% | -25.0% |
| Q1 2021 | $57,000 | +338.5% | 574 | +301.4% | 0.02% | +300.0% |
| Q4 2020 | $13,000 | +30.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +233.3% | 143 | +225.0% | 0.00% | +300.0% |
| Q2 2020 | $3,000 | -75.0% | 44 | -81.3% | 0.00% | -80.0% |
| Q1 2020 | $12,000 | -98.4% | 235 | -97.6% | 0.01% | -98.0% |
| Q4 2019 | $734,000 | -42.9% | 9,709 | -47.3% | 0.26% | -31.6% |
| Q3 2019 | $1,285,000 | +1817.9% | 18,434 | +1861.1% | 0.37% | +1681.0% |
| Q2 2019 | $67,000 | +24.1% | 940 | +21.9% | 0.02% | +23.5% |
| Q1 2019 | $54,000 | +22.7% | 771 | +7.2% | 0.02% | +13.3% |
| Q4 2018 | $44,000 | -15.4% | 719 | +4.4% | 0.02% | -11.8% |
| Q3 2018 | $52,000 | +30.0% | 689 | +26.0% | 0.02% | -15.0% |
| Q2 2018 | $40,000 | +5.3% | 547 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $38,000 | 0.0% | 547 | +0.2% | 0.02% | 0.0% |
| Q4 2017 | $38,000 | +153.3% | 546 | +148.2% | 0.02% | +133.3% |
| Q3 2017 | $15,000 | +7.1% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $14,000 | 0.0% | 220 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $14,000 | 0.0% | 220 | 0.0% | 0.01% | -11.1% |
| Q4 2016 | $14,000 | +7.7% | 220 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $13,000 | +8.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 220 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $11,000 | 0.0% | 220 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | 0.0% | 220 | 0.0% | 0.01% | -11.1% |
| Q3 2015 | $11,000 | -15.4% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $13,000 | -43.5% | 220 | -45.0% | 0.01% | -43.8% |
| Q1 2015 | $23,000 | +4.5% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $22,000 | +4.8% | 400 | 0.0% | 0.02% | -11.1% |
| Q3 2014 | $21,000 | -4.5% | 400 | 0.0% | 0.02% | -10.0% |
| Q2 2014 | $22,000 | +4.8% | 400 | 0.0% | 0.02% | -13.0% |
| Q1 2014 | $21,000 | 0.0% | 400 | 0.0% | 0.02% | +91.7% |
| Q4 2013 | $21,000 | +10.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $19,000 | – | 400 | – | 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% |