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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $21,000 | -96.5% | 205 | -98.3% | 0.00% | -99.5% |
| Q1 2020 | $603,000 | -58.4% | 11,720 | -38.9% | 0.58% | -53.3% |
| Q4 2019 | $1,450,000 | +11.5% | 19,182 | +2.9% | 1.24% | +2.6% |
| Q3 2019 | $1,300,000 | +4.8% | 18,647 | +7.3% | 1.20% | -3.8% |
| Q2 2019 | $1,241,000 | -5.4% | 17,372 | -7.4% | 1.25% | -20.8% |
| Q1 2019 | $1,312,000 | +30.8% | 18,765 | +13.5% | 1.58% | -3.7% |
| Q4 2018 | $1,003,000 | – | 16,526 | – | 1.64% | – |
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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% |