SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 1.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $250,755 | +8.1% | 5,725 | -6.9% | 0.16% | -28.0% |
| Q3 2022 | $232,000 | -62.1% | 6,147 | -60.8% | 0.22% | -40.8% |
| Q2 2022 | $612,000 | -21.8% | 15,695 | -5.1% | 0.37% | -5.4% |
| Q1 2022 | $783,000 | -23.1% | 16,530 | +66.3% | 0.39% | -5.1% |
| Q4 2021 | $1,018,000 | +8.6% | 9,942 | +6.2% | 0.41% | -14.8% |
| Q3 2021 | $937,000 | -0.2% | 9,363 | +3.9% | 0.48% | +26.9% |
| Q2 2021 | $939,000 | +4.2% | 9,011 | -0.3% | 0.38% | +1.3% |
| Q1 2021 | $901,000 | -0.2% | 9,042 | -10.8% | 0.37% | -20.8% |
| Q4 2020 | $903,000 | +27.5% | 10,141 | -2.1% | 0.47% | +6.5% |
| Q3 2020 | $708,000 | +9.3% | 10,359 | +4.4% | 0.44% | +6.2% |
| Q2 2020 | $648,000 | +58.4% | 9,920 | +25.0% | 0.42% | +83.7% |
| Q1 2020 | $409,000 | +11.1% | 7,933 | +62.9% | 0.23% | +46.5% |
| Q4 2019 | $368,000 | +11.9% | 4,871 | +3.1% | 0.16% | -0.6% |
| Q3 2019 | $329,000 | -22.8% | 4,724 | -20.8% | 0.16% | -11.4% |
| Q2 2019 | $426,000 | -28.4% | 5,962 | -30.0% | 0.18% | -29.0% |
| Q1 2019 | $595,000 | +110.2% | 8,514 | +82.4% | 0.25% | +87.9% |
| Q4 2018 | $283,000 | +27.5% | 4,668 | +60.3% | 0.13% | +32.0% |
| Q3 2018 | $222,000 | – | 2,912 | – | 0.10% | – |
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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% |