SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.42 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,360 | -15.7% | 6,479 | -10.8% | 0.25% | -4.9% |
| Q2 2023 | $318,207 | +5.0% | 7,265 | +0.6% | 0.27% | +0.8% |
| Q1 2023 | $302,944 | +2.1% | 7,225 | -1.4% | 0.26% | +0.8% |
| Q4 2022 | $296,736 | +7.1% | 7,325 | 0.0% | 0.26% | +3.6% |
| Q3 2022 | $277,000 | -1.8% | 7,325 | +1.1% | 0.25% | +4.1% |
| Q2 2022 | $282,000 | -19.2% | 7,245 | -1.6% | 0.24% | -2.8% |
| Q1 2022 | $349,000 | -7.4% | 7,364 | +100.1% | 0.25% | -1.6% |
| Q4 2021 | $377,000 | +2.7% | 3,680 | +0.5% | 0.25% | -4.2% |
| Q3 2021 | $367,000 | -3.4% | 3,662 | +0.3% | 0.26% | -2.2% |
| Q2 2021 | $380,000 | +3.8% | 3,652 | -0.7% | 0.27% | -1.8% |
| Q1 2021 | $366,000 | +11.9% | 3,676 | 0.0% | 0.28% | +5.7% |
| Q4 2020 | $327,000 | +27.7% | 3,676 | -2.1% | 0.26% | +12.5% |
| Q3 2020 | $256,000 | -99.9% | 3,754 | 0.0% | 0.23% | -3.3% |
| Q2 2020 | $245,286,000 | +92112.8% | 3,754 | -27.3% | 0.24% | -21.6% |
| Q1 2020 | $266,000 | -32.5% | 5,162 | -0.9% | 0.31% | -10.8% |
| Q4 2019 | $394,000 | -21.2% | 5,210 | -27.3% | 0.34% | -19.3% |
| Q3 2019 | $500,000 | -9.9% | 7,170 | -7.6% | 0.42% | -9.8% |
| Q2 2019 | $555,000 | +11.0% | 7,763 | +8.6% | 0.47% | +12.4% |
| Q1 2019 | $500,000 | +2.0% | 7,151 | -11.4% | 0.42% | -15.7% |
| Q4 2018 | $490,000 | -21.5% | 8,069 | -1.5% | 0.50% | -0.8% |
| Q3 2018 | $624,000 | -6.0% | 8,196 | -9.2% | 0.50% | -12.4% |
| Q2 2018 | $664,000 | +20.9% | 9,025 | +13.6% | 0.57% | +15.8% |
| Q1 2018 | $549,000 | +3.6% | 7,943 | +4.5% | 0.49% | +11.5% |
| Q4 2017 | $530,000 | +18.0% | 7,598 | +14.1% | 0.44% | +8.0% |
| Q3 2017 | $449,000 | +7.2% | 6,661 | +1.5% | 0.41% | +5.7% |
| Q2 2017 | $419,000 | -2.1% | 6,561 | -3.4% | 0.39% | -4.2% |
| Q1 2017 | $428,000 | +8.1% | 6,791 | +5.4% | 0.40% | +3.3% |
| Q4 2016 | $396,000 | +59.7% | 6,441 | +31.7% | 0.39% | +45.2% |
| Q3 2015 | $248,000 | -12.7% | 4,890 | -1.1% | 0.27% | -0.4% |
| Q2 2015 | $284,000 | -0.4% | 4,945 | 0.0% | 0.27% | +6.3% |
| Q1 2015 | $285,000 | -0.3% | 4,945 | -4.6% | 0.26% | +0.4% |
| Q4 2014 | $286,000 | -1.0% | 5,185 | -7.9% | 0.25% | -4.9% |
| Q3 2014 | $289,000 | -6.5% | 5,630 | 0.0% | 0.27% | -5.0% |
| Q2 2014 | $309,000 | +11.2% | 5,630 | +8.7% | 0.28% | +6.0% |
| Q1 2014 | $278,000 | +8.6% | 5,180 | +6.1% | 0.26% | +32.5% |
| Q4 2013 | $256,000 | – | 4,880 | – | 0.20% | – |
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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% |