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 | $1,851,267 | -13.0% | 44,695 | -8.0% | 0.01% | -11.1% |
| Q2 2023 | $2,128,680 | +7.2% | 48,600 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $1,986,476 | +8.3% | 47,376 | +4.7% | 0.01% | 0.0% |
| Q4 2022 | $1,833,847 | +8.3% | 45,269 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $1,693,000 | +39.5% | 44,800 | +43.9% | 0.01% | +50.0% |
| Q2 2022 | $1,214,000 | -0.8% | 31,131 | +20.4% | 0.01% | +20.0% |
| Q1 2022 | $1,224,000 | +70.0% | 25,852 | +267.6% | 0.01% | +66.7% |
| Q4 2021 | $720,000 | -61.7% | 7,033 | -62.5% | 0.00% | -66.7% |
| Q3 2021 | $1,879,000 | +53.8% | 18,775 | +60.1% | 0.01% | +50.0% |
| Q2 2021 | $1,222,000 | – | 11,727 | – | 0.01% | – |
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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% |