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 | $4,310,917 | +17.3% | 104,078 | +24.1% | 1.00% | +19.5% |
Q2 2023 | $3,673,750 | -0.4% | 83,876 | -4.7% | 0.84% | -4.9% |
Q1 2023 | $3,688,579 | -5.5% | 87,970 | -8.7% | 0.88% | -26.1% |
Q4 2022 | $3,904,107 | +12.5% | 96,374 | +5.0% | 1.19% | +1.6% |
Q3 2022 | $3,469,000 | +13.1% | 91,783 | +16.7% | 1.17% | +14.1% |
Q2 2022 | $3,068,000 | +413.9% | 78,679 | +524.0% | 1.03% | +454.6% |
Q1 2022 | $597,000 | -8.0% | 12,609 | +98.9% | 0.18% | -8.4% |
Q4 2021 | $649,000 | +1.7% | 6,339 | -0.6% | 0.20% | -8.2% |
Q3 2021 | $638,000 | -3.8% | 6,377 | +0.2% | 0.22% | -11.6% |
Q2 2021 | $663,000 | -0.5% | 6,367 | -4.7% | 0.25% | -9.8% |
Q1 2021 | $666,000 | +8.5% | 6,684 | -3.0% | 0.28% | -1.4% |
Q4 2020 | $614,000 | +29.5% | 6,894 | -0.6% | 0.28% | +9.4% |
Q3 2020 | $474,000 | +0.4% | 6,939 | -3.9% | 0.26% | -11.1% |
Q2 2020 | $472,000 | +29.7% | 7,217 | +2.0% | 0.29% | +5.9% |
Q1 2020 | $364,000 | -24.5% | 7,074 | +11.1% | 0.27% | -21.4% |
Q4 2019 | $482,000 | -21.6% | 6,368 | -27.8% | 0.35% | -29.0% |
Q3 2019 | $615,000 | +10.8% | 8,818 | +13.5% | 0.49% | +2.3% |
Q2 2019 | $555,000 | +5.5% | 7,771 | +3.2% | 0.48% | -1.4% |
Q1 2019 | $526,000 | -16.2% | 7,527 | -27.3% | 0.48% | -27.4% |
Q4 2018 | $628,000 | – | 10,349 | – | 0.66% | – |
Download |
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% |