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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,235,000 | +0.8% | 12,059 | -1.5% | 0.62% | -4.8% |
| Q3 2021 | $1,225,000 | -2.9% | 12,241 | +1.1% | 0.65% | -2.6% |
| Q2 2021 | $1,261,000 | -26.2% | 12,102 | -29.4% | 0.66% | -32.1% |
| Q1 2021 | $1,708,000 | +19.4% | 17,134 | +6.6% | 0.98% | +10.8% |
| Q4 2020 | $1,431,000 | +38.4% | 16,077 | +6.2% | 0.88% | +25.7% |
| Q3 2020 | $1,034,000 | +1.7% | 15,139 | -2.7% | 0.70% | -7.4% |
| Q2 2020 | $1,017,000 | +19.4% | 15,558 | -6.0% | 0.76% | +2.2% |
| Q1 2020 | $852,000 | -29.0% | 16,543 | +4.2% | 0.74% | -14.8% |
| Q4 2019 | $1,200,000 | – | 15,870 | – | 0.87% | – |
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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% |