SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,728 | -5.4% | 766 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $33,551 | +104746.9% | 766 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $32 | +3.2% | 766 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $31 | -99.8% | 766 | +49.6% | 0.02% | 0.0% |
| Q3 2022 | $19,000 | -52.5% | 512 | -49.8% | 0.02% | -11.8% |
| Q2 2022 | $40,000 | -85.8% | 1,020 | -82.8% | 0.02% | -84.4% |
| Q1 2022 | $282,000 | +1.4% | 5,946 | +118.8% | 0.11% | -9.9% |
| Q4 2021 | $278,000 | +2.2% | 2,717 | 0.0% | 0.12% | -3.2% |
| Q3 2021 | $272,000 | -5.9% | 2,717 | -2.0% | 0.12% | -10.1% |
| Q2 2021 | $289,000 | +2.8% | 2,772 | -1.8% | 0.14% | +8.6% |
| Q1 2021 | $281,000 | +73.5% | 2,822 | +33.0% | 0.13% | +73.0% |
| Q4 2020 | $162,000 | +52.8% | 2,122 | +36.6% | 0.07% | +25.4% |
| Q3 2020 | $106,000 | +5.0% | 1,553 | 0.0% | 0.06% | -6.3% |
| Q2 2020 | $101,000 | -8.2% | 1,553 | +6.4% | 0.06% | -12.5% |
| Q4 2019 | $110,000 | – | 1,459 | – | 0.07% | – |
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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% |