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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $258,000 | +27.1% | 3,950 | +0.1% | 0.12% | +62.3% |
| Q1 2020 | $203,000 | -31.6% | 3,948 | +0.2% | 0.08% | -3.8% |
| Q4 2019 | $297,000 | -12.9% | 3,939 | -19.4% | 0.08% | -11.1% |
| Q3 2019 | $341,000 | -2.3% | 4,889 | +0.1% | 0.09% | +3.4% |
| Q2 2019 | $349,000 | -11.6% | 4,882 | -13.6% | 0.09% | -10.3% |
| Q1 2019 | $395,000 | -19.4% | 5,652 | -30.1% | 0.10% | -14.9% |
| Q4 2018 | $490,000 | +61.7% | 8,081 | +103.3% | 0.11% | +83.9% |
| Q3 2018 | $303,000 | +4.1% | 3,975 | +0.6% | 0.06% | -7.5% |
| Q2 2018 | $291,000 | -2.0% | 3,952 | -8.1% | 0.07% | -23.0% |
| Q1 2018 | $297,000 | +1.0% | 4,302 | +2.0% | 0.09% | -1.1% |
| Q4 2017 | $294,000 | +5.0% | 4,216 | +1.5% | 0.09% | +44.3% |
| Q3 2017 | $280,000 | +5.3% | 4,154 | 0.0% | 0.06% | -4.7% |
| Q2 2017 | $266,000 | +1.9% | 4,154 | 0.0% | 0.06% | -1.5% |
| Q1 2017 | $261,000 | +18.1% | 4,154 | +4.4% | 0.06% | +16.1% |
| Q3 2016 | $221,000 | – | 3,980 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |