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 | $555,084 | -5.7% | 13,401 | -0.3% | 0.09% | -24.6% |
| Q2 2023 | $588,614 | +4.3% | 13,439 | -0.1% | 0.12% | -4.1% |
| Q1 2023 | $564,260 | +0.1% | 13,457 | -3.3% | 0.12% | -9.6% |
| Q4 2022 | $563,665 | +4.0% | 13,914 | -3.0% | 0.14% | -9.3% |
| Q3 2022 | $542,000 | -5.6% | 14,337 | -2.5% | 0.15% | +26.1% |
| Q2 2022 | $574,000 | -17.1% | 14,712 | +0.6% | 0.12% | -29.2% |
| Q1 2022 | $692,000 | -8.1% | 14,622 | +98.7% | 0.17% | +1.2% |
| Q4 2021 | $753,000 | -12.4% | 7,357 | -14.4% | 0.17% | -30.0% |
| Q3 2021 | $860,000 | -4.1% | 8,594 | -0.2% | 0.24% | -16.8% |
| Q2 2021 | $897,000 | +59.6% | 8,610 | +48.2% | 0.28% | 0.0% |
| Q1 2021 | $562,000 | – | 5,809 | – | 0.28% | – |
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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% |