SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $320,316 | -25.5% | 7,026 | -34.4% | 0.16% | -31.8% |
| Q3 2023 | $430,088 | -16.6% | 10,704 | -8.5% | 0.24% | -8.2% |
| Q2 2023 | $515,936 | +9.3% | 11,699 | +6.9% | 0.26% | +3.2% |
| Q4 2022 | $472,079 | +11.3% | 10,948 | -2.3% | 0.25% | +36.8% |
| Q3 2022 | $424,000 | -8.6% | 11,207 | -5.9% | 0.18% | +10.3% |
| Q2 2022 | $464,000 | +480.0% | 11,912 | +607.8% | 0.16% | +469.0% |
| Q1 2022 | $80,000 | +14.3% | 1,683 | +145.7% | 0.03% | 0.0% |
| Q4 2021 | $70,000 | +2.9% | 685 | +0.6% | 0.03% | -19.4% |
| Q3 2021 | $68,000 | -4.2% | 681 | +0.6% | 0.04% | -36.8% |
| Q2 2021 | $71,000 | -4.1% | 677 | -9.4% | 0.06% | -14.9% |
| Q1 2021 | $74,000 | +12.1% | 747 | +0.3% | 0.07% | +55.8% |
| Q4 2020 | $66,000 | +3.1% | 745 | -20.9% | 0.04% | -14.0% |
| Q3 2020 | $64,000 | +4.9% | 942 | +0.4% | 0.05% | -2.0% |
| Q2 2020 | $61,000 | +27.1% | 938 | +0.2% | 0.05% | -32.0% |
| Q1 2020 | $48,000 | -59.3% | 936 | -39.8% | 0.08% | -47.6% |
| Q4 2019 | $118,000 | -16.9% | 1,555 | -23.8% | 0.14% | -26.7% |
| Q3 2019 | $142,000 | +42.0% | 2,040 | +55.3% | 0.20% | -83.7% |
| Q3 2018 | $100,000 | – | 1,314 | – | 1.20% | – |
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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% |