SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,825 | -19.3% | 5,838 | -14.7% | 0.09% | -16.8% |
| Q2 2023 | $299,699 | -8.7% | 6,842 | -12.6% | 0.11% | -12.4% |
| Q1 2023 | $328,186 | -25.5% | 7,827 | -28.0% | 0.13% | -30.6% |
| Q4 2022 | $440,314 | -6.9% | 10,869 | -13.2% | 0.19% | -13.5% |
| Q3 2022 | $473,000 | -13.2% | 12,519 | -10.5% | 0.22% | -8.1% |
| Q2 2022 | $545,000 | -22.3% | 13,992 | -5.5% | 0.23% | -10.3% |
| Q1 2022 | $701,000 | -8.7% | 14,808 | +97.2% | 0.26% | -5.8% |
| Q4 2021 | $768,000 | +2.9% | 7,509 | +0.7% | 0.28% | -4.8% |
| Q3 2021 | $746,000 | -18.9% | 7,458 | -15.6% | 0.29% | -15.4% |
| Q2 2021 | $920,000 | +5.9% | 8,835 | +1.3% | 0.34% | +0.6% |
| Q1 2021 | $869,000 | +6.9% | 8,723 | -4.6% | 0.34% | +5.2% |
| Q4 2020 | $813,000 | -50.3% | 9,141 | -61.9% | 0.32% | -50.5% |
| Q3 2020 | $1,637,000 | +1.9% | 23,966 | -2.5% | 0.66% | -5.7% |
| Q2 2020 | $1,606,000 | +24.3% | 24,592 | -2.0% | 0.70% | +6.9% |
| Q1 2020 | $1,292,000 | -30.0% | 25,091 | +2.8% | 0.65% | -19.8% |
| Q4 2019 | $1,846,000 | +11.0% | 24,410 | +2.3% | 0.81% | +4.9% |
| Q3 2019 | $1,663,000 | -0.1% | 23,861 | +2.4% | 0.78% | +5.2% |
| Q2 2019 | $1,664,000 | +2.9% | 23,292 | +0.7% | 0.74% | +6.8% |
| Q1 2019 | $1,617,000 | +21.6% | 23,121 | +5.5% | 0.69% | +4.2% |
| Q4 2018 | $1,330,000 | -7.6% | 21,922 | +16.1% | 0.66% | +4.4% |
| Q3 2018 | $1,439,000 | +28.8% | 18,886 | +24.4% | 0.63% | +20.3% |
| Q2 2018 | $1,117,000 | +19.8% | 15,182 | +12.6% | 0.53% | +7.1% |
| Q1 2018 | $932,000 | +39.7% | 13,483 | +41.0% | 0.49% | -13.8% |
| Q4 2017 | $667,000 | – | 9,562 | – | 0.57% | – |
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% |