SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $214,000 | -9.3% | 2,109 | -20.5% | 0.01% | -30.0% |
| Q4 2020 | $236,000 | +29.0% | 2,653 | -1.1% | 0.01% | +11.1% |
| Q3 2020 | $183,000 | +8.3% | 2,683 | +3.6% | 0.01% | 0.0% |
| Q2 2020 | $169,000 | +1.2% | 2,590 | -20.2% | 0.01% | -25.0% |
| Q1 2020 | $167,000 | +62.1% | 3,245 | +137.9% | 0.01% | +50.0% |
| Q4 2019 | $103,000 | -43.1% | 1,364 | -47.4% | 0.01% | -46.7% |
| Q3 2019 | $181,000 | -94.5% | 2,595 | -94.5% | 0.02% | -95.9% |
| Q1 2019 | $3,282,000 | +15.5% | 46,928 | +0.2% | 0.37% | -9.0% |
| Q4 2018 | $2,841,000 | – | 46,825 | – | 0.40% | – |
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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% |