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 ↓ |
---|---|---|---|
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% |