SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $213,000 | +5.4% | 2,045 | +0.8% | 0.02% | 0.0% |
| Q1 2021 | $202,000 | -42.1% | 2,029 | -60.3% | 0.02% | -53.1% |
| Q3 2020 | $349,000 | -3.6% | 5,115 | -7.8% | 0.03% | -3.0% |
| Q2 2020 | $362,000 | -29.7% | 5,547 | -44.5% | 0.03% | -60.7% |
| Q1 2020 | $515,000 | -25.6% | 9,997 | +9.3% | 0.08% | -24.3% |
| Q4 2019 | $692,000 | +8.0% | 9,150 | -0.4% | 0.11% | +16.8% |
| Q3 2019 | $641,000 | -2.6% | 9,188 | -0.2% | 0.10% | -2.1% |
| Q2 2019 | $658,000 | +7.0% | 9,206 | +4.6% | 0.10% | +16.9% |
| Q1 2019 | $615,000 | +22.8% | 8,799 | +6.5% | 0.08% | +9.2% |
| Q4 2018 | $501,000 | +95.7% | 8,259 | +146.2% | 0.08% | +216.7% |
| Q3 2018 | $256,000 | +14.3% | 3,355 | +10.0% | 0.02% | -25.0% |
| Q2 2018 | $224,000 | -87.6% | 3,051 | -90.9% | 0.03% | -88.9% |
| Q2 2016 | $1,805,000 | +13.0% | 33,409 | +8.8% | 0.29% | +115.7% |
| Q1 2016 | $1,598,000 | +5.2% | 30,713 | +5.3% | 0.13% | -45.1% |
| Q4 2015 | $1,519,000 | -1.6% | 29,173 | -4.0% | 0.24% | 0.0% |
| Q3 2015 | $1,543,000 | -12.3% | 30,374 | -0.7% | 0.24% | -10.0% |
| Q2 2015 | $1,759,000 | -0.9% | 30,594 | -0.8% | 0.27% | -4.9% |
| Q1 2015 | $1,775,000 | +6.1% | 30,828 | +1.6% | 0.28% | -9.5% |
| Q4 2014 | $1,673,000 | – | 30,349 | – | 0.32% | – |
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% |