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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $360,000 | +407.0% | 3,513 | +396.9% | 0.02% | +316.7% |
| Q3 2021 | $71,000 | -35.5% | 707 | -33.1% | 0.01% | -33.3% |
| Q2 2021 | $110,000 | +69.2% | 1,057 | +63.1% | 0.01% | +50.0% |
| Q1 2021 | $65,000 | +47.7% | 648 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $44,000 | -40.5% | 648 | -33.7% | 0.01% | -44.4% |
| Q4 2019 | $74,000 | +39.6% | 978 | +28.3% | 0.01% | +28.6% |
| Q3 2019 | $53,000 | -30.3% | 762 | -28.0% | 0.01% | -30.0% |
| Q2 2019 | $76,000 | +20.6% | 1,058 | +16.8% | 0.01% | +11.1% |
| Q1 2019 | $63,000 | +5.0% | 906 | -9.1% | 0.01% | -10.0% |
| Q4 2018 | $60,000 | -27.7% | 997 | -8.4% | 0.01% | -9.1% |
| Q3 2018 | $83,000 | +453.3% | 1,088 | +418.1% | 0.01% | +450.0% |
| Q2 2018 | $15,000 | -6.2% | 210 | -10.6% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | -68.6% | 235 | -68.0% | 0.00% | -71.4% |
| Q4 2017 | $51,000 | -32.9% | 735 | -49.3% | 0.01% | -53.3% |
| Q4 2015 | $76,000 | -1.3% | 1,450 | -4.9% | 0.02% | 0.0% |
| Q3 2015 | $77,000 | -74.8% | 1,525 | -71.3% | 0.02% | -72.7% |
| Q2 2015 | $305,000 | -57.4% | 5,310 | -57.3% | 0.06% | -59.3% |
| Q1 2015 | $716,000 | -70.1% | 12,430 | -71.4% | 0.14% | -71.5% |
| Q4 2014 | $2,397,000 | -53.0% | 43,495 | -56.1% | 0.47% | -57.0% |
| Q3 2014 | $5,096,000 | +2.8% | 99,135 | +9.6% | 1.10% | +0.4% |
| Q2 2014 | $4,956,000 | +29.7% | 90,415 | +26.9% | 1.10% | +21.8% |
| Q1 2014 | $3,820,000 | +3645.1% | 71,275 | +3583.5% | 0.90% | +3508.0% |
| Q4 2013 | $102,000 | +436.8% | 1,935 | +402.6% | 0.02% | +400.0% |
| Q3 2013 | $19,000 | +11.8% | 385 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $17,000 | – | 385 | – | 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% |