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 | $1,225 | -5.4% | 29,576 | +0.0% | 0.55% | -5.0% |
| Q2 2023 | $1,295 | +4.4% | 29,564 | 0.0% | 0.58% | -10.5% |
| Q1 2023 | $1,240 | +3.5% | 29,564 | 0.0% | 0.64% | -6.7% |
| Q4 2022 | $1,198 | -99.9% | 29,564 | +0.9% | 0.69% | +14.0% |
| Q3 2022 | $1,108,000 | -3.1% | 29,306 | 0.0% | 0.61% | -1.6% |
| Q2 2022 | $1,143,000 | -17.7% | 29,306 | 0.0% | 0.62% | 0.0% |
| Q1 2022 | $1,388,000 | -14.4% | 29,306 | +85.1% | 0.62% | -5.5% |
| Q4 2021 | $1,621,000 | +2.3% | 15,833 | 0.0% | 0.65% | -2.2% |
| Q3 2021 | $1,585,000 | -4.4% | 15,833 | -0.5% | 0.67% | -1.2% |
| Q2 2021 | $1,658,000 | -17.4% | 15,919 | -20.9% | 0.68% | -23.2% |
| Q1 2021 | $2,007,000 | +12.0% | 20,135 | 0.0% | 0.88% | +9.2% |
| Q4 2020 | $1,792,000 | +25.8% | 20,135 | -3.5% | 0.80% | +11.7% |
| Q3 2020 | $1,425,000 | +1.7% | 20,865 | -2.7% | 0.72% | -7.6% |
| Q2 2020 | $1,401,000 | +26.9% | 21,435 | 0.0% | 0.78% | -4.6% |
| Q1 2020 | $1,104,000 | -30.1% | 21,435 | +2.6% | 0.82% | +10.7% |
| Q4 2019 | $1,580,000 | +11.0% | 20,887 | +2.3% | 0.74% | -18.1% |
| Q3 2019 | $1,424,000 | -2.4% | 20,423 | +0.1% | 0.90% | -1.4% |
| Q2 2019 | $1,459,000 | +7.4% | 20,406 | +5.0% | 0.92% | +2.5% |
| Q1 2019 | $1,358,000 | +228.0% | 19,426 | +184.6% | 0.89% | +173.1% |
| Q4 2018 | $414,000 | -15.2% | 6,826 | +6.6% | 0.33% | +2.8% |
| Q3 2018 | $488,000 | +19.6% | 6,406 | +15.6% | 0.32% | +8.2% |
| Q2 2018 | $408,000 | – | 5,543 | – | 0.29% | – |
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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% |