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 | $4,926,017 | -3.5% | 118,966 | -4.6% | 0.02% | -5.0% |
| Q2 2023 | $5,102,791 | +95475.8% | 124,691 | -2.1% | 0.02% | -13.0% |
| Q1 2023 | $5,339 | -2.5% | 127,338 | -5.8% | 0.02% | -17.9% |
| Q4 2022 | $5,474 | -99.9% | 135,150 | -11.1% | 0.03% | -6.7% |
| Q3 2022 | $5,748,000 | +289.2% | 152,100 | +301.3% | 0.03% | +275.0% |
| Q2 2022 | $1,477,000 | -22.7% | 37,902 | -6.0% | 0.01% | -11.1% |
| Q1 2022 | $1,910,000 | +7.1% | 40,333 | +131.5% | 0.01% | +12.5% |
| Q4 2021 | $1,783,000 | +65.1% | 17,420 | +61.3% | 0.01% | +33.3% |
| Q3 2021 | $1,080,000 | +133.3% | 10,797 | +142.4% | 0.01% | +100.0% |
| Q2 2021 | $463,000 | +35.8% | 4,454 | +29.7% | 0.00% | +50.0% |
| Q1 2021 | $341,000 | +74.9% | 3,435 | +56.7% | 0.00% | +100.0% |
| Q4 2020 | $195,000 | +31.8% | 2,192 | +1.1% | 0.00% | 0.0% |
| Q3 2020 | $148,000 | +5.0% | 2,169 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $141,000 | +24.8% | 2,152 | -1.9% | 0.00% | 0.0% |
| Q1 2020 | $113,000 | +66.2% | 2,193 | +142.6% | 0.00% | 0.0% |
| Q4 2019 | $68,000 | +13.3% | 904 | +5.7% | 0.00% | 0.0% |
| Q3 2019 | $60,000 | +25.0% | 855 | +27.2% | 0.00% | 0.0% |
| Q2 2019 | $48,000 | +6.7% | 672 | +4.0% | 0.00% | 0.0% |
| Q1 2019 | $45,000 | – | 646 | – | 0.00% | – |
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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% |