SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $214,000 | +1.9% | 3,000 | 0.0% | 0.07% | -2.7% |
| Q1 2019 | $210,000 | +15.4% | 3,000 | 0.0% | 0.08% | -7.4% |
| Q4 2018 | $182,000 | -20.5% | 3,000 | 0.0% | 0.08% | +8.0% |
| Q3 2018 | $229,000 | +3.6% | 3,000 | 0.0% | 0.08% | -17.6% |
| Q2 2018 | $221,000 | +6.8% | 3,000 | 0.0% | 0.09% | +49.2% |
| Q1 2018 | $207,000 | -1.0% | 3,000 | 0.0% | 0.06% | -9.0% |
| Q4 2017 | $209,000 | +3.5% | 3,000 | 0.0% | 0.07% | -18.3% |
| Q3 2017 | $202,000 | +4.7% | 3,000 | 0.0% | 0.08% | +2.5% |
| Q2 2017 | $193,000 | +2.1% | 3,000 | 0.0% | 0.08% | -3.6% |
| Q1 2017 | $189,000 | +2.7% | 3,000 | 0.0% | 0.08% | +6.4% |
| Q4 2016 | $184,000 | +6.4% | 3,000 | 0.0% | 0.08% | -22.0% |
| Q3 2016 | $173,000 | +1.8% | 3,000 | 0.0% | 0.10% | -6.5% |
| Q2 2016 | $170,000 | +63.5% | 3,000 | +50.0% | 0.11% | +23.0% |
| Q1 2016 | $104,000 | – | 2,000 | – | 0.09% | – |
Download | ||||||
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% |