SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $969,595 | +221.6% | 23,409 | +240.0% | 0.05% | +225.0% |
| Q2 2023 | $301,525 | +4.5% | 6,884 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $288,593 | +3.6% | 6,883 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $278,609 | +6.3% | 6,878 | -0.9% | 0.02% | -5.9% |
| Q3 2022 | $262,000 | -3.0% | 6,940 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $270,000 | -17.7% | 6,937 | +0.1% | 0.02% | -19.0% |
| Q1 2022 | $328,000 | -7.6% | 6,933 | +100.2% | 0.02% | -8.7% |
| Q4 2021 | $355,000 | -0.6% | 3,463 | -3.0% | 0.02% | -8.0% |
| Q3 2021 | $357,000 | +22.7% | 3,571 | -7.2% | 0.02% | -71.9% |
| Q4 2019 | $291,000 | +9.0% | 3,850 | +0.4% | 0.09% | -12.7% |
| Q3 2019 | $267,000 | – | 3,835 | – | 0.10% | – |
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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% |