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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $749,000 | -23.7% | 19,221 | -7.3% | 0.28% | -14.9% |
| Q1 2022 | $982,000 | -10.2% | 20,732 | +94.3% | 0.34% | -8.7% |
| Q4 2021 | $1,093,000 | -9.3% | 10,671 | -11.3% | 0.37% | -7.8% |
| Q3 2021 | $1,205,000 | -9.9% | 12,037 | -6.3% | 0.40% | -4.3% |
| Q2 2021 | $1,338,000 | -3.7% | 12,844 | -7.8% | 0.42% | -3.9% |
| Q1 2021 | $1,389,000 | -4.2% | 13,937 | -14.5% | 0.43% | -2.7% |
| Q4 2020 | $1,450,000 | -16.9% | 16,297 | -36.2% | 0.44% | -16.5% |
| Q3 2020 | $1,745,000 | -16.7% | 25,545 | -20.3% | 0.53% | -6.7% |
| Q2 2020 | $2,094,000 | +17.0% | 32,055 | -7.7% | 0.57% | +10.0% |
| Q1 2020 | $1,790,000 | -26.4% | 34,742 | +8.0% | 0.52% | -3.5% |
| Q4 2019 | $2,433,000 | -6.9% | 32,170 | -14.1% | 0.54% | -18.1% |
| Q3 2019 | $2,612,000 | -64.5% | 37,453 | -63.6% | 0.66% | -58.4% |
| Q2 2019 | $7,367,000 | +38.4% | 102,965 | +35.3% | 1.58% | +35.7% |
| Q1 2019 | $5,322,000 | +40.2% | 76,114 | +21.7% | 1.16% | +34.5% |
| Q4 2018 | $3,795,000 | -41.0% | 62,544 | -25.9% | 0.87% | -45.6% |
| Q3 2018 | $6,428,000 | -35.1% | 84,383 | -37.3% | 1.59% | -38.2% |
| Q2 2018 | $9,911,000 | – | 134,661 | – | 2.58% | – |
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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% |