SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $107,001 | +4.0% | 2,443 | -0.4% | 0.11% | +4.8% |
| Q1 2023 | $102,919 | -10.1% | 2,454 | -13.2% | 0.10% | +18.2% |
| Q4 2022 | $114,494 | -13.9% | 2,826 | -19.5% | 0.09% | -16.2% |
| Q3 2022 | $133,000 | -24.0% | 3,509 | -21.7% | 0.10% | -19.8% |
| Q2 2022 | $175,000 | -92.2% | 4,484 | -90.5% | 0.13% | -91.1% |
| Q1 2022 | $2,236,000 | -13.0% | 47,206 | +88.2% | 1.47% | -6.3% |
| Q4 2021 | $2,569,000 | +6.2% | 25,084 | +3.8% | 1.57% | +2.2% |
| Q3 2021 | $2,419,000 | -6.2% | 24,162 | -2.4% | 1.53% | -3.8% |
| Q2 2021 | $2,580,000 | +19.2% | 24,767 | +14.1% | 1.59% | +13.5% |
| Q1 2021 | $2,164,000 | – | 21,713 | – | 1.40% | – |
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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% |