SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $154,512 | -36.2% | 3,814 | -38.4% | 0.06% | -41.5% |
| Q2 2022 | $242,000 | -84.8% | 6,194 | -59.6% | 0.11% | -85.8% |
| Q2 2021 | $1,595,000 | +3.8% | 15,315 | -0.7% | 0.74% | +515.7% |
| Q1 2021 | $1,537,000 | +9.9% | 15,422 | -1.8% | 0.12% | -41.5% |
| Q4 2020 | $1,398,000 | +26.5% | 15,709 | -2.9% | 0.21% | +23.2% |
| Q3 2020 | $1,105,000 | +3.5% | 16,180 | -1.0% | 0.17% | -43.2% |
| Q2 2020 | $1,068,000 | -41.1% | 16,348 | -53.5% | 0.30% | -39.7% |
| Q1 2020 | $1,812,000 | +34.0% | 35,186 | +96.8% | 0.49% | +7.9% |
| Q4 2019 | $1,352,000 | +5.1% | 17,877 | -3.2% | 0.46% | -10.6% |
| Q3 2019 | $1,287,000 | -5.3% | 18,460 | -2.9% | 0.51% | +2.8% |
| Q2 2019 | $1,359,000 | – | 19,009 | – | 0.50% | – |
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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% |