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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -8.4% | 4,358 | +98.1% | 0.06% | -3.3% |
| Q4 2021 | $225,000 | -3.8% | 2,200 | -6.0% | 0.06% | -13.0% |
| Q3 2021 | $234,000 | -4.1% | 2,341 | 0.0% | 0.07% | -4.2% |
| Q2 2021 | $244,000 | +1642.9% | 2,341 | +896.2% | 0.07% | +928.6% |
| Q4 2018 | $14,000 | -22.2% | 235 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | +800.0% | 235 | +840.0% | 0.01% | +600.0% |
| Q2 2018 | $2,000 | – | 25 | +525.0% | 0.00% | – |
| Q4 2017 | $0 | – | 4 | -20.0% | 0.00% | – |
| Q3 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 5 | -98.6% | 0.00% | -100.0% |
| Q1 2017 | $22,000 | 0.0% | 358 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $22,000 | -99.9% | 358 | +2.0% | 0.01% | +11.1% |
| Q3 2016 | $19,890,000 | +5.0% | 351 | +0.3% | 0.01% | 0.0% |
| Q2 2016 | $18,945,000 | +7.9% | 350 | +3.9% | 0.01% | +12.5% |
| Q1 2016 | $17,557,000 | +3.9% | 337 | +4.0% | 0.01% | 0.0% |
| Q4 2015 | $16,902,000 | – | 324 | – | 0.01% | – |
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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% |