SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,234 | -34.6% | 175 | -30.6% | 0.00% | -33.3% |
Q2 2023 | $11,056 | -94.5% | 252 | -94.8% | 0.01% | -94.6% |
Q1 2023 | $202,804 | -95.6% | 4,837 | -95.8% | 0.11% | -95.8% |
Q4 2022 | $4,622,638 | +58.7% | 114,111 | +48.1% | 2.67% | +53.0% |
Q3 2022 | $2,913,000 | +31.9% | 77,056 | +36.0% | 1.75% | +33.6% |
Q2 2022 | $2,209,000 | -26.0% | 56,659 | -10.2% | 1.31% | -22.9% |
Q1 2022 | $2,987,000 | -8.3% | 63,079 | +98.4% | 1.70% | -7.9% |
Q4 2021 | $3,256,000 | +2.0% | 31,792 | -0.3% | 1.84% | -11.0% |
Q3 2021 | $3,193,000 | -2.5% | 31,901 | +1.5% | 2.07% | -2.8% |
Q2 2021 | $3,274,000 | -22.8% | 31,430 | -26.2% | 2.13% | -32.2% |
Q1 2021 | $4,242,000 | -45.0% | 42,562 | -50.9% | 3.14% | -44.7% |
Q4 2020 | $7,709,000 | +27.8% | 86,621 | -1.9% | 5.67% | +19.8% |
Q3 2020 | $6,034,000 | +55.6% | 88,319 | +53.0% | 4.74% | +76.4% |
Q2 2020 | $3,877,000 | -50.5% | 57,708 | -62.1% | 2.68% | -60.3% |
Q1 2020 | $7,839,000 | +671.6% | 152,163 | +1033.3% | 6.77% | +742.8% |
Q4 2019 | $1,016,000 | – | 13,426 | – | 0.80% | – |
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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% |