SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,467 | -4.9% | 6,626 | +0.5% | 0.03% | -6.7% |
| Q2 2023 | $288,742 | +5.1% | 6,592 | +0.6% | 0.03% | 0.0% |
| Q1 2023 | $274,788 | +4.0% | 6,553 | +0.5% | 0.03% | +3.4% |
| Q4 2022 | $264,123 | +2.0% | 6,520 | -3.5% | 0.03% | -3.3% |
| Q3 2022 | $259,000 | +3.2% | 6,757 | +4.9% | 0.03% | +3.4% |
| Q2 2022 | $251,000 | -17.4% | 6,444 | +0.5% | 0.03% | -3.3% |
| Q1 2022 | $304,000 | -6.7% | 6,413 | +101.6% | 0.03% | -6.2% |
| Q4 2021 | $326,000 | +2.5% | 3,181 | +0.2% | 0.03% | -8.6% |
| Q3 2021 | $318,000 | -0.3% | 3,174 | +3.6% | 0.04% | 0.0% |
| Q2 2021 | $319,000 | +4.6% | 3,065 | +0.2% | 0.04% | 0.0% |
| Q1 2021 | $305,000 | +12.1% | 3,058 | +0.2% | 0.04% | +2.9% |
| Q4 2020 | $272,000 | +30.8% | 3,051 | +0.4% | 0.03% | +17.2% |
| Q3 2020 | $208,000 | -68.0% | 3,040 | -79.4% | 0.03% | -88.8% |
| Q2 2013 | $649,000 | – | 14,759 | – | 0.26% | – |
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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% |