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 | $229,343 | -21.0% | 5,537 | -16.4% | 0.05% | -14.5% |
| Q2 2023 | $290,131 | -21.8% | 6,624 | -25.2% | 0.06% | -26.7% |
| Q1 2023 | $371,248 | +32.8% | 8,854 | +28.3% | 0.08% | +97.4% |
| Q4 2022 | $279,560 | -36.8% | 6,901 | -41.0% | 0.04% | -64.8% |
| Q3 2022 | $442,000 | -48.2% | 11,696 | -46.6% | 0.11% | -37.6% |
| Q2 2022 | $854,000 | -34.0% | 21,908 | -19.7% | 0.17% | -24.8% |
| Q1 2022 | $1,293,000 | -19.6% | 27,295 | +73.7% | 0.23% | -13.9% |
| Q4 2021 | $1,609,000 | +13.7% | 15,716 | +11.2% | 0.27% | +6.4% |
| Q3 2021 | $1,415,000 | +1.1% | 14,133 | +5.7% | 0.25% | -2.0% |
| Q2 2021 | $1,399,000 | +31.0% | 13,371 | +24.8% | 0.26% | +4.5% |
| Q1 2021 | $1,068,000 | +281.4% | 10,718 | +240.7% | 0.24% | +250.0% |
| Q4 2020 | $280,000 | +43.6% | 3,146 | +10.2% | 0.07% | +11.1% |
| Q3 2020 | $195,000 | -30.4% | 2,856 | -33.3% | 0.06% | -41.1% |
| Q2 2020 | $280,000 | +34.6% | 4,285 | +6.3% | 0.11% | +12.6% |
| Q1 2020 | $208,000 | +34.2% | 4,030 | +96.7% | 0.10% | +63.8% |
| Q4 2019 | $155,000 | +369.7% | 2,049 | +335.0% | 0.06% | +286.7% |
| Q3 2019 | $33,000 | -2.9% | 471 | +0.2% | 0.02% | 0.0% |
| Q2 2019 | $34,000 | +6.2% | 470 | +2.4% | 0.02% | -6.2% |
| Q1 2019 | $32,000 | +146.2% | 459 | +106.8% | 0.02% | +77.8% |
| Q4 2018 | $13,000 | 0.0% | 222 | +27.6% | 0.01% | +12.5% |
| Q3 2018 | $13,000 | +333.3% | 174 | +324.4% | 0.01% | +166.7% |
| Q2 2018 | $3,000 | -70.0% | 41 | -73.2% | 0.00% | -57.1% |
| Q1 2018 | $10,000 | -9.1% | 153 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $11,000 | +10.0% | 153 | +0.7% | 0.01% | -11.1% |
| Q3 2017 | $10,000 | 0.0% | 152 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $10,000 | +66.7% | 152 | +60.0% | 0.01% | +66.7% |
| Q1 2017 | $6,000 | +200.0% | 95 | +137.5% | 0.01% | +100.0% |
| Q4 2016 | $2,000 | – | 40 | – | 0.00% | – |
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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% |