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 2023 | $1,914,878 | +3.5% | 45,668 | 0.0% | 0.44% | -4.1% |
| Q4 2022 | $1,850,000 | +7.2% | 45,668 | 0.0% | 0.46% | -8.5% |
| Q3 2022 | $1,726,000 | -8.6% | 45,668 | -5.7% | 0.51% | -1.9% |
| Q2 2022 | $1,888,000 | -17.7% | 48,422 | 0.0% | 0.52% | +4.0% |
| Q1 2022 | $2,293,000 | -8.5% | 48,422 | +97.8% | 0.50% | +1.0% |
| Q4 2021 | $2,507,000 | -7.4% | 24,481 | -9.5% | 0.49% | -13.4% |
| Q3 2021 | $2,708,000 | -3.9% | 27,049 | 0.0% | 0.57% | -0.2% |
| Q2 2021 | $2,818,000 | -0.8% | 27,049 | -5.1% | 0.57% | +3.8% |
| Q1 2021 | $2,840,000 | +10.3% | 28,498 | -1.5% | 0.55% | +4.6% |
| Q4 2020 | $2,575,000 | +27.9% | 28,932 | -1.8% | 0.52% | +18.3% |
| Q3 2020 | $2,013,000 | +4.5% | 29,466 | -0.0% | 0.44% | -1.8% |
| Q2 2020 | $1,926,000 | +209.1% | 29,480 | +143.7% | 0.45% | +171.1% |
| Q1 2020 | $623,000 | -93.6% | 12,095 | -90.7% | 0.17% | -94.9% |
| Q4 2019 | $9,786,000 | +18.1% | 129,374 | +8.8% | 3.23% | +7.6% |
| Q3 2019 | $8,288,000 | -1.9% | 118,864 | +0.6% | 3.01% | -4.4% |
| Q2 2019 | $8,446,000 | +2.3% | 118,163 | +0.1% | 3.14% | -5.4% |
| Q1 2019 | $8,259,000 | +17.6% | 118,103 | +2.1% | 3.32% | +1.7% |
| Q4 2018 | $7,021,000 | +1742.8% | 115,711 | +1539.2% | 3.27% | +2108.8% |
| Q2 2016 | $381,000 | +6.4% | 7,059 | +2.6% | 0.15% | +9.6% |
| Q1 2016 | $358,000 | – | 6,883 | – | 0.14% | – |
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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% |