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 | $600,304 | -40.0% | 14,493 | -36.6% | 0.06% | -42.1% |
| Q2 2023 | $1,000,895 | -35.4% | 22,851 | -38.1% | 0.10% | -40.3% |
| Q1 2023 | $1,548,601 | -29.4% | 36,933 | -31.8% | 0.16% | -37.4% |
| Q4 2022 | $2,193,130 | +2.9% | 54,138 | -4.0% | 0.25% | -0.4% |
| Q3 2022 | $2,131,000 | -36.9% | 56,376 | -35.0% | 0.26% | -38.7% |
| Q2 2022 | $3,379,000 | -46.3% | 86,676 | -34.8% | 0.42% | -43.1% |
| Q1 2022 | $6,294,000 | -7.5% | 132,892 | +100.0% | 0.73% | -14.8% |
| Q4 2021 | $6,803,000 | +18.5% | 66,431 | +15.8% | 0.86% | -3.8% |
| Q3 2021 | $5,742,000 | +28.9% | 57,366 | +34.2% | 0.89% | +27.8% |
| Q2 2021 | $4,455,000 | +49.0% | 42,758 | +42.6% | 0.70% | +9.9% |
| Q1 2021 | $2,989,000 | – | 29,989 | – | 0.64% | – |
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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% |