SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $230,531 | -34.1% | 4,880 | -42.2% | 0.09% | -38.6% |
| Q3 2023 | $349,958 | -5.4% | 8,449 | +0.1% | 0.15% | -3.8% |
| Q2 2023 | $369,803 | -6.4% | 8,443 | -10.4% | 0.16% | -12.6% |
| Q1 2023 | $394,897 | +3.5% | 9,418 | 0.0% | 0.18% | -1.6% |
| Q4 2022 | $381,523 | +3.4% | 9,418 | -3.5% | 0.18% | -4.6% |
| Q3 2022 | $369,000 | +50.6% | 9,764 | +55.7% | 0.19% | +56.5% |
| Q2 2022 | $245,000 | -29.6% | 6,271 | -14.6% | 0.12% | -19.0% |
| Q1 2022 | $348,000 | -7.7% | 7,341 | +99.6% | 0.15% | -4.4% |
| Q4 2021 | $377,000 | -4.3% | 3,678 | -6.5% | 0.16% | -5.9% |
| Q3 2021 | $394,000 | -4.6% | 3,935 | -0.7% | 0.17% | -2.3% |
| Q2 2021 | $413,000 | +13.5% | 3,961 | +8.6% | 0.17% | +3.0% |
| Q1 2021 | $364,000 | +34.3% | 3,648 | +19.9% | 0.17% | +20.7% |
| Q4 2020 | $271,000 | +20.4% | 3,042 | -7.8% | 0.14% | +8.5% |
| Q3 2020 | $225,000 | -72.0% | 3,299 | -73.2% | 0.13% | -75.4% |
| Q2 2020 | $805,000 | -44.8% | 12,317 | -56.5% | 0.52% | -61.2% |
| Q1 2020 | $1,459,000 | -32.7% | 28,316 | -1.2% | 1.35% | -20.8% |
| Q4 2019 | $2,168,000 | – | 28,657 | – | 1.71% | – |
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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% |