SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,005 | -98.7% | 334 | -96.9% | 0.00% | -98.5% |
| Q3 2021 | $1,077,000 | -17.2% | 10,760 | -13.8% | 0.20% | -19.9% |
| Q2 2021 | $1,301,000 | +11.9% | 12,486 | +7.0% | 0.25% | -2.4% |
| Q1 2021 | $1,163,000 | +8846.2% | 11,672 | +6043.2% | 0.25% | +6200.0% |
| Q3 2020 | $13,000 | -78.7% | 190 | -78.5% | 0.00% | -85.2% |
| Q1 2018 | $61,000 | – | 884 | – | 0.03% | – |
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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% |