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 | $83,357 | -5.4% | 2,012 | 0.0% | 0.05% | +6.7% |
| Q2 2023 | $88,146 | +4.5% | 2,012 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $84,383 | +102806.1% | 2,012 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $82 | -99.9% | 2,012 | +12.7% | 0.05% | +12.2% |
| Q3 2022 | $68,000 | 0.0% | 1,786 | +2.3% | 0.04% | +5.1% |
| Q2 2022 | $68,000 | +38.8% | 1,746 | +69.8% | 0.04% | +56.0% |
| Q1 2022 | $49,000 | -7.5% | 1,028 | +100.0% | 0.02% | -7.4% |
| Q4 2021 | $53,000 | +3.9% | 514 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $51,000 | -5.6% | 514 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $54,000 | +5.9% | 514 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $51,000 | +10.9% | 514 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $46,000 | +31.4% | 514 | 0.0% | 0.03% | +12.5% |
| Q3 2020 | $35,000 | +2.9% | 514 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $34,000 | +30.8% | 514 | 0.0% | 0.02% | +8.7% |
| Q1 2020 | $26,000 | -33.3% | 514 | 0.0% | 0.02% | -17.9% |
| Q4 2019 | $39,000 | +8.3% | 514 | 0.0% | 0.03% | +3.7% |
| Q3 2019 | $36,000 | – | 514 | – | 0.03% | – |
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% |