SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,615 | +143.9% | 280 | +156.9% | 0.00% | 0.0% |
| Q2 2023 | $4,763 | +4.8% | 109 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $4,544 | -40.0% | 108 | -42.2% | 0.00% | 0.0% |
| Q4 2022 | $7,578 | +51.6% | 187 | +46.1% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -64.3% | 128 | -57.9% | 0.00% | -50.0% |
| Q1 2022 | $14,000 | -68.9% | 304 | -31.4% | 0.00% | -66.7% |
| Q4 2021 | $45,000 | +25.0% | 443 | +23.4% | 0.01% | +20.0% |
| Q3 2021 | $36,000 | -2.7% | 359 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +15.6% | 359 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | -11.1% | 359 | -31.1% | 0.01% | -16.7% |
| Q3 2020 | $36,000 | +5.9% | 521 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $34,000 | +112.5% | 520 | +70.5% | 0.01% | +50.0% |
| Q1 2020 | $16,000 | +433.3% | 305 | +522.4% | 0.00% | +300.0% |
| Q2 2019 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 49 | +2.1% | 0.00% | -50.0% |
| Q3 2018 | $4,000 | – | 48 | – | 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% |