SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $17,121,000 | -43.8% | 171,041 | -41.5% | 7.06% | -41.1% |
| Q2 2021 | $30,444,000 | +106.2% | 292,221 | +20.1% | 11.99% | +33.8% |
| Q4 2018 | $14,762,000 | -79.1% | 243,277 | -73.8% | 8.96% | -74.0% |
| Q3 2018 | $70,597,000 | +216.8% | 926,836 | +161.9% | 34.45% | +140.3% |
| Q2 2017 | $22,286,000 | 0.0% | 353,851 | 0.0% | 14.33% | 0.0% |
| Q1 2017 | $22,286,000 | +19.8% | 353,851 | +17.0% | 14.33% | +25.7% |
| Q4 2016 | $18,598,000 | +220.8% | 302,513 | +200.3% | 11.41% | +158.8% |
| Q3 2016 | $5,797,000 | +44.1% | 100,727 | +35.3% | 4.41% | +47.8% |
| Q2 2016 | $4,022,000 | – | 74,449 | +827111.1% | 2.98% | – |
| Q4 2015 | $0 | -100.0% | 9 | -100.0% | 0.00% | -100.0% |
| Q3 2015 | $14,123,000 | +9.4% | 278,070 | +23.8% | 10.75% | +10.6% |
| Q2 2015 | $12,912,000 | +7.8% | 224,627 | +8.0% | 9.72% | +2.4% |
| Q1 2015 | $11,981,000 | +27762.8% | 208,071 | +26610.0% | 9.50% | +33810.7% |
| Q4 2014 | $43,000 | -98.9% | 779 | -98.9% | 0.03% | -99.5% |
| Q4 2013 | $3,762,000 | -16.2% | 71,655 | -23.0% | 5.46% | +34.3% |
| Q3 2013 | $4,487,000 | +2.6% | 93,051 | -6.4% | 4.06% | -51.8% |
| Q2 2013 | $4,375,000 | – | 99,462 | – | 8.44% | – |
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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% |