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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,899 | +6.1% | 9,751 | +12.2% | 0.10% | +6.5% |
| Q2 2023 | $380,576 | +12.7% | 8,689 | +4.9% | 0.09% | +7.0% |
| Q1 2023 | $337,644 | +8.0% | 8,282 | +7.3% | 0.09% | -12.2% |
| Q4 2022 | $312,613 | +6.7% | 7,717 | -0.5% | 0.10% | -3.9% |
| Q3 2022 | $293,000 | -3.0% | 7,753 | -0.0% | 0.10% | 0.0% |
| Q2 2022 | $302,000 | -12.0% | 7,756 | +7.1% | 0.10% | -12.1% |
| Q1 2022 | $343,000 | -2.0% | 7,245 | +112.0% | 0.12% | +5.5% |
| Q4 2021 | $350,000 | -5.7% | 3,417 | -7.8% | 0.11% | -12.7% |
| Q3 2021 | $371,000 | +1.4% | 3,708 | +5.5% | 0.13% | -1.6% |
| Q2 2021 | $366,000 | -97.4% | 3,516 | -98.9% | 0.13% | -97.5% |
| Q1 2021 | $13,986,000 | +953.2% | 306,013 | +1950.8% | 5.13% | +955.8% |
| Q4 2020 | $1,328,000 | +35.5% | 14,922 | +4.0% | 0.49% | +28.2% |
| Q3 2020 | $980,000 | +15.4% | 14,342 | +10.3% | 0.38% | +6.8% |
| Q2 2020 | $849,000 | +3.8% | 12,998 | -18.1% | 0.36% | -10.8% |
| Q1 2020 | $818,000 | -33.8% | 15,874 | -2.9% | 0.40% | -50.4% |
| Q4 2019 | $1,236,000 | – | 16,340 | – | 0.80% | – |
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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% |