SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,087,000 | -47.5% | 20,846 | -45.4% | 0.33% | -49.7% |
| Q2 2021 | $3,978,000 | +11.7% | 38,186 | +7.9% | 0.66% | +0.3% |
| Q1 2021 | $3,561,000 | +11.2% | 35,379 | -1.7% | 0.66% | -9.3% |
| Q4 2020 | $3,203,000 | +113.5% | 35,987 | +28.2% | 0.73% | +10.9% |
| Q1 2020 | $1,500,000 | -28.6% | 28,072 | +0.8% | 0.66% | -27.7% |
| Q4 2019 | $2,101,000 | +13.3% | 27,845 | +2.8% | 0.91% | -11.7% |
| Q3 2019 | $1,854,000 | +13.3% | 27,099 | +18.7% | 1.03% | -14.2% |
| Q2 2019 | $1,637,000 | +18.9% | 22,829 | +16.0% | 1.20% | +12.1% |
| Q1 2019 | $1,377,000 | – | 19,686 | – | 1.07% | – |
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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% |