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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11 | -71.8% | 267 | -71.6% | 0.00% | – |
| Q1 2023 | $39 | -98.0% | 939 | +1135.5% | 0.00% | – |
| Q3 2022 | $2,000 | -99.1% | 76 | -96.5% | 0.00% | – |
| Q4 2021 | $219,000 | +114.7% | 2,142 | +108.0% | 0.00% | – |
| Q1 2021 | $102,000 | +628.6% | 1,030 | +385.8% | 0.00% | -100.0% |
| Q3 2017 | $14,000 | +366.7% | 212 | +285.5% | 0.00% | – |
| Q2 2017 | $3,000 | -94.1% | 55 | -94.5% | 0.00% | -100.0% |
| Q3 2015 | $51,000 | -52.8% | 1,008 | -46.7% | 0.00% | -55.6% |
| Q2 2015 | $108,000 | +77.0% | 1,892 | +78.2% | 0.01% | +28.6% |
| Q1 2015 | $61,000 | – | 1,062 | – | 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% |