SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $35,460,000 | +16.7% | 507,081 | +1.2% | 12.46% | -2.0% |
| Q4 2018 | $30,392,000 | -21.6% | 500,855 | -1.6% | 12.72% | -10.6% |
| Q3 2018 | $38,764,000 | +2.4% | 508,916 | -1.1% | 14.22% | -1.3% |
| Q2 2018 | $37,863,000 | +7.8% | 514,659 | +1.3% | 14.40% | +8.2% |
| Q1 2018 | $35,133,000 | +8.5% | 508,218 | +12.4% | 13.31% | +10.4% |
| Q4 2017 | $32,371,000 | +9.3% | 452,106 | +3.7% | 12.06% | +38.4% |
| Q3 2017 | $29,621,000 | +233.5% | 435,790 | +162.5% | 8.71% | +257.4% |
| Q2 2017 | $8,883,000 | -67.0% | 166,033 | -61.1% | 2.44% | -70.7% |
| Q1 2017 | $26,891,000 | +3.5% | 426,984 | +1.0% | 8.32% | +13.8% |
| Q4 2016 | $25,990,000 | +90.0% | 422,746 | +77.8% | 7.32% | +88.3% |
| Q3 2016 | $13,681,000 | +24.5% | 237,729 | +16.9% | 3.88% | +15.4% |
| Q2 2016 | $10,989,000 | +27.7% | 203,379 | +23.0% | 3.37% | +39.4% |
| Q1 2016 | $8,607,000 | +245.9% | 165,397 | +246.2% | 2.42% | +236.0% |
| Q4 2015 | $2,488,000 | – | 47,774 | +4777300.0% | 0.72% | – |
| Q3 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 1 | – | 0.00% | – |
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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% |