SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,500,440 | -6.9% | 36,225 | -1.6% | 0.48% | -3.0% |
| Q2 2023 | $1,612,103 | -19.4% | 36,806 | -22.8% | 0.49% | -20.3% |
| Q1 2023 | $1,999,684 | -8.2% | 47,691 | -11.4% | 0.62% | -11.9% |
| Q4 2022 | $2,179,438 | -1.6% | 53,800 | -8.2% | 0.70% | -12.3% |
| Q3 2022 | $2,214,000 | +12.2% | 58,578 | +15.7% | 0.80% | +19.3% |
| Q2 2022 | $1,974,000 | -15.3% | 50,623 | +2.9% | 0.67% | -7.7% |
| Q1 2022 | $2,330,000 | -10.1% | 49,199 | +94.4% | 0.72% | -12.3% |
| Q4 2021 | $2,591,000 | +1.4% | 25,302 | -0.9% | 0.83% | -2.1% |
| Q3 2021 | $2,556,000 | -4.0% | 25,532 | -0.1% | 0.84% | -3.3% |
| Q2 2021 | $2,662,000 | +2.7% | 25,554 | -1.8% | 0.87% | -3.3% |
| Q1 2021 | $2,593,000 | +11.0% | 26,018 | -0.9% | 0.90% | -6.4% |
| Q4 2020 | $2,337,000 | +4.2% | 26,262 | -20.0% | 0.97% | -3.9% |
| Q3 2020 | $2,242,000 | -16.7% | 32,814 | -20.3% | 1.00% | -14.6% |
| Q2 2020 | $2,691,000 | – | 41,183 | – | 1.18% | – |
Download | ||||||
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% |