SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,438 | -5.4% | 928 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40,646 | +4.5% | 928 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,911 | +3.5% | 928 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $37,593 | +4.4% | 928 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | 0.0% | 928 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $36,000 | -18.2% | 928 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $44,000 | -8.3% | 928 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $48,000 | +4.3% | 464 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $46,000 | -4.2% | 464 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $48,000 | +4.3% | 464 | +1.1% | 0.01% | -7.1% |
| Q1 2021 | $46,000 | +12.2% | 459 | -1.1% | 0.01% | 0.0% |
| Q4 2020 | $41,000 | +28.1% | 464 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $32,000 | +6.7% | 464 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $30,000 | +25.0% | 464 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $24,000 | -31.4% | 464 | 0.0% | 0.01% | -26.7% |
| Q4 2019 | $35,000 | – | 464 | – | 0.02% | – |
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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% |