SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 217 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,105,000 | +18.7% | 15,798 | +2.9% | 0.10% | +7.2% |
| Q4 2018 | $931,000 | +59.7% | 15,349 | +100.5% | 0.10% | +79.6% |
| Q3 2018 | $583,000 | +17.1% | 7,654 | +13.0% | 0.05% | +12.5% |
| Q2 2018 | $498,000 | +14.2% | 6,771 | +7.2% | 0.05% | +9.1% |
| Q1 2018 | $436,000 | +13.2% | 6,314 | +14.4% | 0.04% | +12.8% |
| Q4 2017 | $385,000 | +8.1% | 5,519 | +4.4% | 0.04% | +2.6% |
| Q3 2017 | $356,000 | +11.6% | 5,288 | +5.8% | 0.04% | +8.6% |
| Q2 2017 | $319,000 | +1.6% | 4,998 | +0.2% | 0.04% | 0.0% |
| Q1 2017 | $314,000 | +1.3% | 4,988 | -1.2% | 0.04% | -5.4% |
| Q4 2016 | $310,000 | +14.0% | 5,048 | +6.9% | 0.04% | +12.1% |
| Q3 2016 | $272,000 | +11.5% | 4,722 | +4.4% | 0.03% | +3.1% |
| Q2 2016 | $244,000 | +11.9% | 4,522 | +8.1% | 0.03% | +10.3% |
| Q1 2016 | $218,000 | +4.8% | 4,182 | +15.6% | 0.03% | 0.0% |
| Q2 2015 | $208,000 | +114.4% | 3,618 | +106.5% | 0.03% | +107.1% |
| Q4 2014 | $97,000 | +7.8% | 1,752 | +0.3% | 0.01% | +7.7% |
| Q3 2014 | $90,000 | -51.6% | 1,746 | -48.5% | 0.01% | -51.9% |
| Q2 2014 | $186,000 | – | 3,390 | – | 0.03% | – |
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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% |