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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,112 | -19.7% | 5,628 | -15.1% | 0.08% | -17.5% |
| Q2 2023 | $290,306 | +11.6% | 6,628 | +6.9% | 0.10% | +6.2% |
| Q1 2023 | $260,050 | +9.3% | 6,202 | +5.6% | 0.10% | +3.2% |
| Q4 2022 | $237,875 | +6.2% | 5,872 | -0.8% | 0.09% | +1.1% |
| Q3 2022 | $224,000 | -6.3% | 5,922 | -3.3% | 0.09% | +1.1% |
| Q2 2022 | $239,000 | -17.3% | 6,122 | +0.4% | 0.09% | -5.2% |
| Q1 2022 | $289,000 | -4.3% | 6,099 | +106.5% | 0.10% | -1.0% |
| Q4 2021 | $302,000 | +2.0% | 2,953 | 0.0% | 0.10% | -2.0% |
| Q3 2021 | $296,000 | -3.6% | 2,953 | +0.1% | 0.10% | -3.8% |
| Q2 2021 | $307,000 | +1.0% | 2,949 | -3.3% | 0.10% | -5.5% |
| Q1 2021 | $304,000 | +6.7% | 3,050 | -4.9% | 0.11% | +2.8% |
| Q4 2020 | $285,000 | +14.9% | 3,207 | -33.3% | 0.11% | -15.7% |
| Q1 2020 | $248,000 | -70.1% | 4,806 | -56.2% | 0.13% | -28.2% |
| Q4 2019 | $830,000 | +9.5% | 10,968 | +1.0% | 0.18% | +5.4% |
| Q3 2019 | $758,000 | +92.4% | 10,860 | +96.8% | 0.17% | -5.1% |
| Q2 2019 | $394,000 | -38.8% | 5,518 | -40.0% | 0.18% | +19.6% |
| Q1 2019 | $644,000 | – | 9,198 | – | 0.15% | – |
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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% |