SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $870,232 | -6.1% | 21,010 | -0.7% | 0.31% | -1.9% |
| Q2 2023 | $926,788 | +5.4% | 21,160 | +0.9% | 0.32% | -2.7% |
| Q1 2023 | $879,403 | +5.4% | 20,973 | +1.9% | 0.33% | -5.7% |
| Q4 2022 | $833,961 | +9.6% | 20,587 | +2.1% | 0.35% | -2.5% |
| Q3 2022 | $761,000 | -16.8% | 20,156 | -14.1% | 0.36% | -17.3% |
| Q2 2022 | $915,000 | -44.9% | 23,475 | -33.1% | 0.43% | -46.0% |
| Q1 2022 | $1,661,000 | +58.5% | 35,069 | +242.7% | 0.80% | +101.5% |
| Q4 2021 | $1,048,000 | -15.2% | 10,232 | -13.8% | 0.40% | -29.7% |
| Q2 2021 | $1,236,000 | +3.4% | 11,872 | -1.0% | 0.57% | -9.3% |
| Q1 2021 | $1,195,000 | +12.7% | 11,994 | +0.7% | 0.62% | -0.5% |
| Q4 2020 | $1,060,000 | +970.7% | 11,914 | +814.4% | 0.63% | +747.3% |
| Q3 2018 | $99,000 | +6.5% | 1,303 | +2.4% | 0.07% | -10.8% |
| Q2 2018 | $93,000 | +12.0% | 1,273 | +6.4% | 0.08% | +10.7% |
| Q4 2017 | $83,000 | – | 1,196 | – | 0.08% | – |
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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% |