SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,047 | -5.4% | 1,160 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $50,808 | -42.2% | 1,160 | -44.6% | 0.00% | 0.0% |
| Q1 2023 | $87,843 | +81.9% | 2,095 | +75.8% | 0.00% | 0.0% |
| Q4 2022 | $48,288 | +20.7% | 1,192 | +12.5% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | +21.2% | 1,060 | +23.5% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | +13.8% | 858 | +42.1% | 0.00% | – |
| Q1 2022 | $29,000 | -3.3% | 604 | +104.1% | 0.00% | – |
| Q4 2021 | $30,000 | +3.4% | 296 | +2.8% | 0.00% | – |
| Q3 2021 | $29,000 | -3.3% | 288 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $30,000 | -100.0% | 288 | -83.6% | 0.00% | -50.0% |
| Q1 2021 | $175,436,000 | +762665.2% | 1,760 | +579.5% | 0.00% | – |
| Q4 2020 | $23,000 | +35.3% | 259 | +1.6% | 0.00% | – |
| Q3 2020 | $17,000 | +54.5% | 255 | +47.4% | 0.00% | – |
| Q2 2020 | $11,000 | -54.2% | 173 | -63.5% | 0.00% | -100.0% |
| Q1 2020 | $24,000 | -36.8% | 474 | -7.2% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +442.9% | 511 | +377.6% | 0.00% | – |
| Q3 2019 | $7,000 | -65.0% | 107 | -62.3% | 0.00% | -100.0% |
| Q2 2019 | $20,000 | +150.0% | 284 | +175.7% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | -83.0% | 103 | -85.1% | 0.00% | -100.0% |
| Q1 2018 | $47,000 | +176.5% | 690 | +174.9% | 0.00% | +200.0% |
| Q4 2017 | $17,000 | +30.8% | 251 | +26.8% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | +160.0% | 198 | +125.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +66.7% | 88 | +57.1% | 0.00% | – |
| Q1 2017 | $3,000 | – | 56 | – | 0.00% | – |
Download | ||||||
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% |