SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,697,230 | -7.1% | 65,119 | -1.8% | 1.22% | +1.5% |
| Q2 2023 | $2,903,879 | -24.4% | 66,299 | -27.6% | 1.20% | -26.7% |
| Q1 2023 | $3,838,704 | +2.7% | 91,550 | -0.8% | 1.64% | -13.0% |
| Q4 2022 | $3,738,031 | +5.0% | 92,274 | -2.0% | 1.88% | -6.1% |
| Q3 2022 | $3,559,000 | -3.1% | 94,144 | -0.1% | 2.01% | +12.3% |
| Q2 2022 | $3,674,000 | -15.8% | 94,228 | +2.3% | 1.79% | +4.4% |
| Q1 2022 | $4,362,000 | -3.0% | 92,098 | +109.7% | 1.71% | -22.5% |
| Q4 2021 | $4,498,000 | +6.2% | 43,929 | +3.8% | 2.21% | +26.2% |
| Q3 2021 | $4,235,000 | +0.4% | 42,309 | +5.1% | 1.75% | +7.0% |
| Q2 2021 | $4,220,000 | +5.3% | 40,249 | +0.1% | 1.64% | -7.8% |
| Q1 2021 | $4,009,000 | +13.5% | 40,225 | +1.3% | 1.78% | +9.3% |
| Q4 2020 | $3,533,000 | +23.9% | 39,693 | -4.9% | 1.62% | -2.2% |
| Q3 2020 | $2,852,000 | +7.6% | 41,739 | +2.9% | 1.66% | -7.3% |
| Q2 2020 | $2,651,000 | +35.0% | 40,575 | +6.4% | 1.79% | +20.5% |
| Q1 2020 | $1,964,000 | +2.8% | 38,124 | +50.9% | 1.49% | +43.4% |
| Q4 2019 | $1,911,000 | – | 25,269 | – | 1.04% | – |
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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% |