SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $29,000 | -3.3% | 286 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $30,000 | +3.4% | 286 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $29,000 | +16.0% | 286 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $25,000 | +25.0% | 286 | -0.7% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 288 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +26.7% | 288 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $15,000 | -31.8% | 288 | 0.0% | 0.01% | -27.3% |
| Q4 2019 | $22,000 | -98.9% | 288 | -99.0% | 0.01% | -98.9% |
| Q3 2019 | $1,930,000 | -9.9% | 27,671 | -7.6% | 1.02% | -16.2% |
| Q2 2019 | $2,141,000 | -0.4% | 29,946 | -2.5% | 1.22% | -4.0% |
| Q1 2019 | $2,149,000 | +1.5% | 30,725 | -12.0% | 1.27% | -16.6% |
| Q4 2018 | $2,117,000 | -24.8% | 34,896 | -5.6% | 1.52% | -14.5% |
| Q3 2018 | $2,816,000 | +1.7% | 36,974 | -1.7% | 1.78% | -15.5% |
| Q2 2018 | $2,769,000 | +13745.0% | 37,632 | +13058.0% | 2.10% | +13031.2% |
| Q1 2018 | $20,000 | – | 286 | – | 0.02% | – |
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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% |