SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,094 | +94251.4% | 7,221 | -0.2% | 0.14% | -2.1% |
| Q2 2023 | $317 | +0.6% | 7,233 | -3.7% | 0.14% | -6.6% |
| Q1 2023 | $315 | +3.6% | 7,508 | 0.0% | 0.15% | -3.8% |
| Q4 2022 | $304 | -99.9% | 7,508 | -0.2% | 0.16% | +6.8% |
| Q3 2022 | $284,000 | -3.4% | 7,520 | -0.3% | 0.15% | +1.4% |
| Q2 2022 | $294,000 | -17.6% | 7,546 | 0.0% | 0.14% | +0.7% |
| Q1 2022 | $357,000 | -7.5% | 7,546 | +100.0% | 0.14% | 0.0% |
| Q4 2021 | $386,000 | +2.1% | 3,773 | 0.0% | 0.14% | -10.0% |
| Q3 2021 | $378,000 | +2.7% | 3,773 | 0.0% | 0.16% | +6.0% |
| Q2 2021 | $368,000 | -1.9% | 3,773 | +0.4% | 0.15% | -17.0% |
| Q1 2021 | $375,000 | +7.4% | 3,759 | -4.2% | 0.18% | +1.7% |
| Q4 2020 | $349,000 | +2.0% | 3,924 | -3.9% | 0.18% | -1.1% |
| Q3 2020 | $342,000 | +28.6% | 4,082 | +0.2% | 0.18% | +9.7% |
| Q2 2020 | $266,000 | -2.6% | 4,072 | -11.8% | 0.16% | -10.3% |
| Q1 2020 | $273,000 | -21.3% | 4,618 | +0.6% | 0.18% | -18.6% |
| Q4 2019 | $347,000 | +13.4% | 4,592 | +4.6% | 0.23% | +3.7% |
| Q3 2019 | $306,000 | -8.9% | 4,388 | -6.3% | 0.22% | -11.0% |
| Q2 2019 | $336,000 | -1.2% | 4,683 | -3.8% | 0.24% | -7.5% |
| Q1 2019 | $340,000 | +15.3% | 4,868 | +0.0% | 0.26% | +3.1% |
| Q4 2018 | $295,000 | -7.2% | 4,867 | +1.0% | 0.26% | +15.2% |
| Q3 2018 | $318,000 | -5.6% | 4,819 | +7.9% | 0.22% | +3.2% |
| Q2 2018 | $337,000 | +11.2% | 4,468 | +2.1% | 0.22% | +1.9% |
| Q1 2018 | $303,000 | +2.7% | 4,377 | +3.6% | 0.21% | -9.8% |
| Q4 2017 | $295,000 | – | 4,226 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |