SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q2 2021 | $2,535,000 | +4.2% | 24,334 | -0.3% | 1.96% | -8.6% |
| Q1 2021 | $2,432,000 | +9.8% | 24,398 | -1.9% | 2.14% | +11.8% |
| Q4 2020 | $2,214,000 | +110600.0% | 24,872 | +99388.0% | 1.92% | +95700.0% |
| Q3 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $1,000 | -66.7% | 25 | -35.9% | 0.00% | -66.7% |
| Q4 2019 | $3,000 | -99.8% | 39 | -99.9% | 0.00% | -99.9% |
| Q3 2019 | $1,837,000 | -4.1% | 26,348 | -1.7% | 2.16% | -5.7% |
| Q2 2019 | $1,916,000 | +3976.6% | 26,805 | +3394.8% | 2.29% | +2442.2% |
| Q4 2018 | $47,000 | -98.0% | 767 | -97.5% | 0.09% | -96.2% |
| Q3 2018 | $2,370,000 | +16.2% | 31,121 | +12.2% | 2.38% | +11.4% |
| Q2 2018 | $2,040,000 | -3.8% | 27,730 | -9.6% | 2.14% | -12.0% |
| Q1 2018 | $2,121,000 | +1286.3% | 30,675 | +1296.9% | 2.43% | +1305.8% |
| Q4 2017 | $153,000 | +247.7% | 2,196 | +232.7% | 0.17% | +232.7% |
| Q3 2017 | $44,000 | -93.1% | 660 | +6500.0% | 0.05% | +5100.0% |
| Q2 2017 | $639,000 | -94.7% | 10 | -94.9% | 0.00% | -92.3% |
| Q4 2016 | $12,135,000 | – | 195 | – | 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% |