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 2023 | $171,163 | -7.9% | 4,222 | 0.0% | 0.06% | -16.0% |
Q2 2023 | $185,898 | +5.0% | 4,222 | 0.0% | 0.08% | -6.2% |
Q1 2023 | $177,032 | +103427.5% | 4,222 | 0.0% | 0.08% | -5.9% |
Q4 2022 | $171 | -99.9% | 4,222 | 0.0% | 0.08% | -17.5% |
Q3 2022 | $163,000 | -1.2% | 4,222 | 0.0% | 0.10% | -6.4% |
Q2 2022 | $165,000 | -14.9% | 4,222 | +100.0% | 0.11% | -11.3% |
Q1 2022 | $194,000 | 0.0% | 2,111 | 0.0% | 0.12% | 0.0% |
Q4 2021 | $194,000 | -15.7% | 2,111 | 0.0% | 0.12% | -8.8% |
Q3 2021 | $230,000 | +11.7% | 2,111 | +1.7% | 0.14% | -14.5% |
Q4 2020 | $206,000 | – | 2,076 | – | 0.16% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |