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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $280,000 | -39.4% | 2,735 | -40.7% | 0.17% | -42.1% |
| Q3 2021 | $462,000 | -61.0% | 4,615 | -61.2% | 0.29% | -63.6% |
| Q2 2021 | $1,185,000 | +32.3% | 11,891 | -5.1% | 0.80% | -6.2% |
| Q2 2019 | $896,000 | +148.2% | 12,532 | +142.7% | 0.86% | +129.5% |
| Q1 2019 | $361,000 | -80.4% | 5,163 | -83.0% | 0.37% | -84.2% |
| Q4 2018 | $1,846,000 | +591.4% | 30,425 | +686.8% | 2.36% | +937.4% |
| Q1 2018 | $267,000 | -92.2% | 3,867 | -92.1% | 0.23% | -92.3% |
| Q4 2017 | $3,431,000 | – | 49,199 | – | 2.96% | – |
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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% |