SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,474 | -90.0% | 1,686 | -88.1% | 0.13% | -73.6% |
| Q1 2022 | $672,000 | -80.4% | 14,183 | -56.9% | 0.49% | -79.8% |
| Q4 2021 | $3,431,000 | +223.4% | 32,931 | +210.6% | 2.42% | +204.9% |
| Q3 2021 | $1,061,000 | -69.1% | 10,603 | -67.8% | 0.79% | -67.2% |
| Q2 2021 | $3,431,000 | +8.0% | 32,931 | +3.3% | 2.42% | +3.2% |
| Q1 2021 | $3,177,000 | +87.9% | 31,879 | +67.8% | 2.35% | +72.7% |
| Q4 2020 | $1,691,000 | +140.9% | 19,002 | +85.0% | 1.36% | +113.7% |
| Q3 2020 | $702,000 | +158.1% | 10,274 | +147.1% | 0.64% | +84.3% |
| Q2 2020 | $272,000 | -58.3% | 4,158 | -51.9% | 0.34% | -51.1% |
| Q4 2019 | $653,000 | +7.9% | 8,637 | -0.4% | 0.71% | +2.8% |
| Q3 2019 | $605,000 | -36.5% | 8,672 | -35.0% | 0.69% | -36.0% |
| Q2 2019 | $953,000 | -23.9% | 13,334 | -25.5% | 1.07% | -25.8% |
| Q1 2019 | $1,252,000 | -19.1% | 17,908 | -29.8% | 1.45% | -22.6% |
| Q4 2018 | $1,548,000 | – | 25,505 | – | 1.87% | – |
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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% |