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 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 ↓ |
|---|---|---|---|
| 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% |