SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $406,000 | -10.6% | 8,573 | +93.3% | 0.18% | -0.5% |
| Q4 2021 | $454,000 | +13.2% | 4,434 | +10.7% | 0.18% | -7.1% |
| Q3 2021 | $401,000 | +1.5% | 4,004 | +5.6% | 0.20% | -1.0% |
| Q2 2021 | $395,000 | -12.8% | 3,792 | -16.6% | 0.20% | -20.6% |
| Q1 2021 | $453,000 | -5.2% | 4,545 | -15.3% | 0.25% | -10.6% |
| Q4 2020 | $478,000 | +20.4% | 5,369 | -7.5% | 0.28% | +3.7% |
| Q3 2020 | $397,000 | -32.5% | 5,806 | -35.4% | 0.27% | -34.5% |
| Q2 2020 | $588,000 | – | 8,993 | – | 0.42% | – |
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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% |