SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $223,000 | -3.9% | 5,891 | +20.3% | 0.04% | +17.6% |
| Q1 2022 | $232,000 | -6.8% | 4,895 | +101.3% | 0.03% | -2.9% |
| Q4 2021 | $249,000 | -12.3% | 2,432 | -14.1% | 0.04% | -14.6% |
| Q3 2021 | $284,000 | +5.6% | 2,832 | +9.9% | 0.04% | +2.5% |
| Q2 2021 | $269,000 | -1.8% | 2,577 | -6.2% | 0.04% | -4.8% |
| Q1 2021 | $274,000 | +10.9% | 2,747 | -1.0% | 0.04% | -4.5% |
| Q4 2020 | $247,000 | +15.4% | 2,776 | -11.3% | 0.04% | +12.8% |
| Q3 2020 | $214,000 | +3.9% | 3,128 | -21.8% | 0.04% | -22.0% |
| Q1 2020 | $206,000 | -31.1% | 3,999 | +1.3% | 0.05% | -12.3% |
| Q4 2019 | $299,000 | +12.0% | 3,949 | +3.1% | 0.06% | -3.4% |
| Q3 2019 | $267,000 | -7.6% | 3,831 | -5.2% | 0.06% | -35.2% |
| Q2 2019 | $289,000 | -1.0% | 4,040 | -3.1% | 0.09% | +18.2% |
| Q1 2019 | $292,000 | +13.2% | 4,170 | -2.0% | 0.08% | -15.4% |
| Q4 2018 | $258,000 | -98.9% | 4,256 | -98.6% | 0.09% | -98.2% |
| Q3 2018 | $23,224,000 | +38.6% | 304,894 | +33.8% | 5.08% | +35.0% |
| Q2 2018 | $16,762,000 | +151.9% | 227,840 | +136.8% | 3.77% | +132.0% |
| Q1 2018 | $6,653,000 | +2301.8% | 96,232 | +2321.5% | 1.62% | +2252.2% |
| Q4 2017 | $277,000 | -24.9% | 3,974 | -27.4% | 0.07% | -25.0% |
| Q3 2017 | $369,000 | -94.9% | 5,474 | -95.2% | 0.09% | -95.2% |
| Q2 2017 | $7,228,000 | -35.0% | 113,095 | -36.0% | 1.92% | -36.6% |
| Q1 2017 | $11,121,000 | +168.0% | 176,585 | +161.7% | 3.02% | +145.2% |
| Q4 2016 | $4,149,000 | +2461.1% | 67,488 | +2299.1% | 1.23% | +2466.7% |
| Q3 2016 | $162,000 | -32.2% | 2,813 | -36.4% | 0.05% | -38.5% |
| Q2 2016 | $239,000 | +236.6% | 4,420 | +223.1% | 0.08% | +178.6% |
| Q1 2016 | $71,000 | -71.4% | 1,368 | -71.3% | 0.03% | -68.2% |
| Q4 2015 | $248,000 | +15.3% | 4,767 | +12.4% | 0.09% | +10.0% |
| Q3 2015 | $215,000 | -95.0% | 4,242 | -94.3% | 0.08% | -94.6% |
| Q2 2015 | $4,304,000 | +20.4% | 74,886 | +20.6% | 1.48% | +19.3% |
| Q1 2015 | $3,576,000 | +56.5% | 62,110 | +49.8% | 1.24% | +47.1% |
| Q4 2014 | $2,285,000 | +228400.0% | 41,462 | +180169.6% | 0.84% | – |
| Q3 2014 | $1,000 | -99.6% | 23 | -99.5% | 0.00% | -100.0% |
| Q2 2014 | $275,000 | -94.1% | 5,013 | -94.3% | 0.10% | -94.1% |
| Q1 2014 | $4,688,000 | +11.5% | 87,455 | +9.2% | 1.77% | +7.6% |
| Q4 2013 | $4,206,000 | +13.7% | 80,112 | +4.4% | 1.65% | +2.6% |
| Q3 2013 | $3,699,000 | +79.7% | 76,720 | +63.9% | 1.61% | +59.2% |
| Q2 2013 | $2,059,000 | – | 46,805 | – | 1.01% | – |
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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% |