SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $363,484 | -5.4% | 8,776 | +0.1% | 0.08% | -7.7% |
Q2 2023 | $384,080 | +2.6% | 8,769 | -1.8% | 0.09% | -9.9% |
Q1 2023 | $374,466 | +17.1% | 8,931 | +13.2% | 0.10% | +9.8% |
Q4 2022 | $319,649 | +7.3% | 7,891 | +0.1% | 0.09% | -3.2% |
Q3 2022 | $298,000 | -16.3% | 7,886 | -13.7% | 0.10% | -12.8% |
Q2 2022 | $356,000 | -17.6% | 9,134 | +0.1% | 0.11% | -5.2% |
Q1 2022 | $432,000 | +7.2% | 9,126 | +131.6% | 0.12% | +16.2% |
Q4 2021 | $403,000 | +1.0% | 3,940 | -1.2% | 0.10% | -16.1% |
Q3 2021 | $399,000 | -3.9% | 3,987 | +0.0% | 0.12% | -1.7% |
Q2 2021 | $415,000 | -2.6% | 3,986 | -6.7% | 0.12% | -7.0% |
Q1 2021 | $426,000 | +12.1% | 4,271 | +0.0% | 0.13% | +8.4% |
Q4 2020 | $380,000 | +30.1% | 4,270 | +0.0% | 0.12% | +16.7% |
Q3 2020 | $292,000 | +2.5% | 4,269 | -2.3% | 0.10% | +9.7% |
Q2 2020 | $285,000 | -12.0% | 4,368 | -30.5% | 0.09% | -24.4% |
Q1 2020 | $324,000 | -31.8% | 6,285 | +0.0% | 0.12% | -11.5% |
Q4 2019 | $475,000 | +4.9% | 6,283 | -3.3% | 0.14% | -5.4% |
Q3 2019 | $453,000 | -14.5% | 6,497 | -12.4% | 0.15% | -14.5% |
Q2 2019 | $530,000 | +1.9% | 7,415 | -0.3% | 0.17% | -1.7% |
Q1 2019 | $520,000 | +15.6% | 7,434 | +0.3% | 0.18% | +8.7% |
Q4 2018 | $450,000 | -20.1% | 7,414 | +0.2% | 0.16% | -17.4% |
Q3 2018 | $563,000 | +1659.4% | 7,396 | +1600.2% | 0.20% | +1525.0% |
Q2 2018 | $32,000 | +45.5% | 435 | +36.8% | 0.01% | +50.0% |
Q1 2018 | $22,000 | 0.0% | 318 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $22,000 | -8.3% | 318 | -12.4% | 0.01% | -11.1% |
Q3 2017 | $24,000 | -29.4% | 363 | -31.2% | 0.01% | -35.7% |
Q2 2017 | $34,000 | +3.0% | 528 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $33,000 | +50.0% | 528 | +45.5% | 0.01% | +40.0% |
Q4 2016 | $22,000 | +4.8% | 363 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $21,000 | +5.0% | 363 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $20,000 | +5.3% | 363 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $19,000 | 0.0% | 363 | 0.0% | 0.01% | +11.1% |
Q4 2015 | $19,000 | -62.0% | 363 | -63.1% | 0.01% | -67.9% |
Q3 2015 | $50,000 | – | 983 | – | 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% |