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 | $64,781 | -5.4% | 1,564 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $68,503 | +4.5% | 1,564 | 0.0% | 0.06% | -13.2% |
| Q1 2023 | $65,579 | +3.5% | 1,564 | 0.0% | 0.07% | +19.3% |
| Q4 2022 | $63,358 | +7.4% | 1,564 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $59,000 | -3.3% | 1,564 | 0.0% | 0.06% | +5.7% |
| Q2 2022 | $61,000 | -37.8% | 1,564 | -24.5% | 0.05% | -20.9% |
| Q1 2022 | $98,000 | -9.3% | 2,072 | +97.0% | 0.07% | +1.5% |
| Q4 2021 | $108,000 | +9.1% | 1,052 | +6.0% | 0.07% | +4.8% |
| Q3 2021 | $99,000 | -2.9% | 992 | +1.5% | 0.06% | -6.0% |
| Q2 2021 | $102,000 | +1.0% | 977 | -3.6% | 0.07% | -4.3% |
| Q1 2021 | $101,000 | +12.2% | 1,013 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $90,000 | +23.3% | 1,013 | -3.3% | 0.07% | +6.2% |
| Q3 2020 | $73,000 | +4.3% | 1,048 | -2.6% | 0.06% | -7.2% |
| Q2 2020 | $70,000 | – | 1,076 | – | 0.07% | – |
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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% |