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 | $70,745 | -2.3% | 1,708 | +3.3% | 0.02% | 0.0% |
| Q2 2023 | $72,445 | +5.9% | 1,654 | +1.4% | 0.02% | 0.0% |
| Q1 2023 | $68,388 | +103518.2% | 1,631 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $66 | -99.9% | 1,631 | -4.2% | 0.02% | -10.7% |
| Q3 2022 | $64,000 | -3.0% | 1,703 | 0.0% | 0.03% | +3.7% |
| Q2 2022 | $66,000 | -15.4% | 1,703 | +3.3% | 0.03% | 0.0% |
| Q1 2022 | $78,000 | +13.0% | 1,648 | +146.3% | 0.03% | +12.5% |
| Q4 2021 | $69,000 | +3.0% | 669 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $67,000 | -4.3% | 669 | 0.0% | 0.03% | -15.6% |
| Q2 2021 | $70,000 | +4.5% | 669 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $67,000 | -1.5% | 669 | -11.9% | 0.03% | -23.8% |
| Q4 2020 | $68,000 | +41.7% | 759 | +8.6% | 0.04% | +23.5% |
| Q3 2020 | $48,000 | +242.9% | 699 | +206.6% | 0.03% | +277.8% |
| Q4 2018 | $14,000 | – | 228 | – | 0.01% | – |
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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% |