SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,696 | -5.7% | 8,708 | -0.3% | 0.20% | -0.5% |
| Q2 2023 | $382,534 | -90.5% | 8,734 | -90.9% | 0.20% | -90.9% |
| Q1 2023 | $4,029,323 | +105214.2% | 96,096 | +1.8% | 2.16% | +5.9% |
| Q4 2022 | $3,826 | -98.8% | 94,437 | +1005.0% | 2.04% | +1002.2% |
| Q3 2022 | $323,000 | -0.3% | 8,546 | +2.9% | 0.18% | +7.6% |
| Q2 2022 | $324,000 | -0.6% | 8,304 | +20.8% | 0.17% | +14.7% |
| Q1 2022 | $326,000 | +7.9% | 6,877 | +133.0% | 0.15% | +4.9% |
| Q4 2021 | $302,000 | +2.4% | 2,951 | +0.2% | 0.14% | -4.0% |
| Q3 2021 | $295,000 | +0.7% | 2,946 | +4.8% | 0.15% | -0.7% |
| Q2 2021 | $293,000 | -24.9% | 2,812 | -28.2% | 0.15% | -30.2% |
| Q1 2021 | $390,000 | +54.8% | 3,917 | +37.9% | 0.22% | +44.3% |
| Q4 2020 | $252,000 | +23.5% | 2,840 | -5.2% | 0.15% | +4.2% |
| Q3 2020 | $204,000 | -1.9% | 2,995 | -6.0% | 0.14% | -10.1% |
| Q2 2020 | $208,000 | -18.8% | 3,186 | -13.4% | 0.16% | -35.4% |
| Q3 2019 | $256,000 | +7.1% | 3,679 | +9.9% | 0.25% | +3.4% |
| Q2 2019 | $239,000 | – | 3,347 | – | 0.24% | – |
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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% |