SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | -50.0% | 40 | -55.6% | 0.00% | -50.0% |
| Q2 2019 | $8,000 | -33.3% | 90 | -40.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | -45.5% | 150 | -57.1% | 0.00% | -57.1% |
| Q4 2018 | $22,000 | -59.3% | 350 | -49.3% | 0.01% | -56.2% |
| Q3 2018 | $54,000 | +12.5% | 690 | +6.2% | 0.02% | +6.7% |
| Q2 2018 | $48,000 | -99.9% | 650 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $44,936,000 | -7.7% | 650 | -6.9% | 0.02% | -6.2% |
| Q4 2017 | $48,680,000 | -12.9% | 698 | -15.9% | 0.02% | -15.8% |
| Q3 2017 | $55,918,000 | -9.3% | 830 | -14.0% | 0.02% | +11.8% |
| Q2 2017 | $61,673,000 | -2.1% | 965 | -3.5% | 0.02% | -15.0% |
| Q1 2017 | $62,980,000 | -15.3% | 1,000 | -17.4% | 0.02% | -13.0% |
| Q4 2016 | $74,392,000 | -40.2% | 1,210 | +3.4% | 0.02% | +27.8% |
| Q3 2016 | $124,308,000 | +127.8% | 1,170 | +15.8% | 0.02% | +12.5% |
| Q2 2016 | $54,572,000 | +3.8% | 1,010 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $52,560,000 | -0.1% | 1,010 | 0.0% | 0.02% | +6.7% |
| Q4 2015 | $52,606,000 | +2.5% | 1,010 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $51,298,000 | -11.6% | 1,010 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $58,056,000 | +7.8% | 1,010 | +7.9% | 0.02% | +6.7% |
| Q1 2015 | $53,838,000 | +4.5% | 936 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $51,538,000 | +7.2% | 936 | 0.0% | 0.02% | +7.1% |
| Q3 2014 | $48,060,000 | -6.2% | 936 | +0.1% | 0.01% | -17.6% |
| Q2 2014 | $51,247,000 | -7.6% | 935 | -9.7% | 0.02% | -10.5% |
| Q1 2014 | $55,476,000 | +102633.3% | 1,035 | 0.0% | 0.02% | +5.6% |
| Q4 2013 | $54,000 | – | 1,035 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |