SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,056,000 | +9.4% | 44,731 | +4.6% | 1.03% | -4.0% |
| Q2 2020 | $2,794,000 | +29.4% | 42,769 | +2.0% | 1.07% | +3.7% |
| Q1 2020 | $2,159,000 | -45.8% | 41,911 | -20.5% | 1.04% | -29.9% |
| Q4 2019 | $3,986,000 | +23.5% | 52,692 | +13.8% | 1.48% | +17.2% |
| Q3 2019 | $3,227,000 | +30.4% | 46,285 | +33.7% | 1.26% | +29.4% |
| Q2 2019 | $2,475,000 | +34.7% | 34,631 | +31.7% | 0.97% | +18.7% |
| Q1 2019 | $1,838,000 | +76.6% | 26,286 | +53.2% | 0.82% | +45.9% |
| Q4 2018 | $1,041,000 | +25925.0% | 17,154 | +31089.1% | 0.56% | +28000.0% |
| Q2 2018 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | +100.0% | 55 | +1.9% | 0.00% | +100.0% |
| Q4 2015 | $2,000 | 0.0% | 54 | +28.6% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | -99.0% | 42 | -98.9% | 0.00% | -99.4% |
| Q2 2014 | $204,000 | -17.1% | 3,713 | -19.3% | 0.17% | -14.8% |
| Q1 2014 | $246,000 | +10.3% | 4,603 | +8.2% | 0.20% | +1.5% |
| Q4 2013 | $223,000 | – | 4,256 | – | 0.20% | – |
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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% |