SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $6,000 | +20.0% | 54 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | -68.8% | 54 | -83.0% | 0.00% | -75.0% |
Q1 2020 | $16,000 | -33.3% | 318 | +0.3% | 0.01% | -33.3% |
Q4 2019 | $24,000 | +14.3% | 317 | +1.0% | 0.01% | +20.0% |
Q3 2019 | $21,000 | -36.4% | 314 | -33.0% | 0.01% | -33.3% |
Q2 2019 | $33,000 | -48.4% | 469 | -6.4% | 0.02% | +7.1% |
Q1 2019 | $64,000 | +255.6% | 501 | +60.6% | 0.01% | +75.0% |
Q4 2018 | $18,000 | -21.7% | 312 | +0.6% | 0.01% | -11.1% |
Q3 2018 | $23,000 | +4.5% | 310 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $22,000 | +4.8% | 310 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $21,000 | 0.0% | 310 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $21,000 | – | 310 | – | 0.01% | – |
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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% |