SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,631 | -29.0% | 8,296 | -24.9% | 0.01% | -26.7% |
| Q2 2023 | $484,076 | -25.7% | 11,052 | -28.9% | 0.02% | -28.6% |
| Q1 2023 | $651,333 | +2.8% | 15,534 | -0.7% | 0.02% | -4.5% |
| Q4 2022 | $633,817 | +9.7% | 15,646 | +2.4% | 0.02% | -18.5% |
| Q3 2022 | $578,000 | -2.7% | 15,285 | +0.3% | 0.03% | -3.6% |
| Q2 2022 | $594,000 | -0.3% | 15,232 | +21.0% | 0.03% | +12.0% |
| Q1 2022 | $596,000 | -10.2% | 12,588 | +94.0% | 0.02% | -3.8% |
| Q4 2021 | $664,000 | +2.6% | 6,489 | +0.3% | 0.03% | -16.1% |
| Q3 2021 | $647,000 | -2.4% | 6,468 | +1.6% | 0.03% | -11.4% |
| Q2 2021 | $663,000 | -2.2% | 6,369 | -6.4% | 0.04% | -10.3% |
| Q1 2021 | $678,000 | +5.0% | 6,802 | -6.3% | 0.04% | -2.5% |
| Q4 2020 | $646,000 | +18.3% | 7,261 | -9.2% | 0.04% | +5.3% |
| Q3 2020 | $546,000 | – | 7,995 | – | 0.04% | – |
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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% |