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 | $323,325 | -32.2% | 7,806 | -28.3% | 0.21% | -30.7% |
| Q2 2023 | $476,813 | +4.0% | 10,886 | -0.5% | 0.31% | +3.7% |
| Q1 2023 | $458,652 | -2.9% | 10,938 | -6.2% | 0.30% | -6.3% |
| Q4 2022 | $472,464 | -2.4% | 11,663 | -8.9% | 0.32% | -9.9% |
| Q3 2022 | $484,000 | +332.1% | 12,796 | +343.7% | 0.35% | +352.6% |
| Q2 2022 | $112,000 | -88.9% | 2,884 | -86.5% | 0.08% | -87.6% |
| Q1 2022 | $1,012,000 | -29.6% | 21,360 | +52.1% | 0.63% | -25.6% |
| Q4 2021 | $1,438,000 | -4.7% | 14,039 | -6.9% | 0.84% | -8.2% |
| Q3 2021 | $1,509,000 | +9.3% | 15,076 | +13.8% | 0.92% | +5.2% |
| Q2 2021 | $1,380,000 | +21.9% | 13,243 | +16.6% | 0.87% | +18.8% |
| Q1 2021 | $1,132,000 | +22.4% | 11,356 | +9.3% | 0.74% | +1.0% |
| Q4 2020 | $925,000 | +40.8% | 10,388 | +8.0% | 0.73% | +31.2% |
| Q3 2020 | $657,000 | +14.9% | 9,622 | +9.9% | 0.56% | +11.9% |
| Q2 2020 | $572,000 | +70.7% | 8,757 | +34.7% | 0.50% | +44.2% |
| Q1 2020 | $335,000 | -21.5% | 6,503 | +15.2% | 0.34% | -5.2% |
| Q4 2019 | $427,000 | – | 5,645 | – | 0.36% | – |
Download | ||||||
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% |