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 | $716,732 | -36.9% | 17,304 | -33.3% | 0.24% | +6.8% |
| Q2 2023 | $1,135,559 | -2.1% | 25,926 | -6.3% | 0.22% | -6.3% |
| Q1 2023 | $1,159,599 | +1.3% | 27,656 | -2.2% | 0.24% | -3.7% |
| Q4 2022 | $1,145,065 | +9.4% | 28,266 | +2.1% | 0.25% | +0.4% |
| Q3 2022 | $1,047,000 | -3.6% | 27,685 | -0.6% | 0.24% | +10.9% |
| Q2 2022 | $1,086,000 | -22.4% | 27,861 | -5.8% | 0.22% | -5.6% |
| Q1 2022 | $1,400,000 | -16.2% | 29,570 | +81.3% | 0.23% | -12.4% |
| Q4 2021 | $1,670,000 | +38.0% | 16,310 | +19.9% | 0.27% | +4.7% |
| Q4 2020 | $1,210,000 | – | 13,601 | – | 0.26% | – |
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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% |