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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,946,490 | -0.6% | 70,646 | -3.6% | 2.18% | -1.1% |
| Q4 2022 | $2,963,198 | -3.5% | 73,292 | -2.5% | 2.20% | -4.0% |
| Q3 2022 | $3,070,000 | +2.6% | 75,179 | -1.5% | 2.29% | +6.2% |
| Q2 2022 | $2,992,000 | -18.8% | 76,311 | -0.9% | 2.16% | -8.9% |
| Q1 2022 | $3,685,000 | -2.4% | 76,987 | +101.2% | 2.37% | -0.2% |
| Q4 2021 | $3,777,000 | +1.8% | 38,257 | +4.1% | 2.37% | -8.1% |
| Q3 2021 | $3,711,000 | -4.7% | 36,752 | -2.0% | 2.58% | -2.9% |
| Q2 2021 | $3,893,000 | +6.3% | 37,512 | +2.1% | 2.66% | -1.2% |
| Q1 2021 | $3,661,000 | +17.8% | 36,730 | +5.4% | 2.69% | +4.3% |
| Q4 2020 | $3,107,000 | +31.7% | 34,833 | +0.9% | 2.58% | +10.7% |
| Q3 2020 | $2,359,000 | +5.3% | 34,525 | +0.7% | 2.33% | +2.0% |
| Q2 2020 | $2,240,000 | +31.2% | 34,282 | -0.6% | 2.28% | +10.9% |
| Q1 2020 | $1,707,000 | -32.2% | 34,472 | +3.8% | 2.06% | -11.0% |
| Q4 2019 | $2,516,000 | +9.2% | 33,196 | +0.5% | 2.32% | +12.6% |
| Q3 2019 | $2,303,000 | -0.1% | 33,025 | +2.6% | 2.06% | -4.1% |
| Q2 2019 | $2,305,000 | +3.7% | 32,190 | +2.1% | 2.14% | +2.5% |
| Q1 2019 | $2,223,000 | +34.3% | 31,531 | +14.7% | 2.09% | +13.9% |
| Q4 2018 | $1,655,000 | -26.2% | 27,488 | -6.7% | 1.84% | -10.3% |
| Q3 2018 | $2,244,000 | +8.8% | 29,466 | +5.1% | 2.05% | +1.9% |
| Q2 2018 | $2,063,000 | – | 28,036 | – | 2.01% | – |
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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% |