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 | $1,330,535 | -7.2% | 32,123 | -1.8% | 0.83% | -7.4% |
| Q2 2023 | $1,433,048 | -8.2% | 32,718 | -12.1% | 0.90% | -11.6% |
| Q1 2023 | $1,560,215 | -7.6% | 37,210 | -10.8% | 1.01% | -11.4% |
| Q4 2022 | $1,689,024 | -23.7% | 41,694 | -28.9% | 1.14% | -28.5% |
| Q3 2022 | $2,215,000 | +74.0% | 58,601 | +79.4% | 1.60% | +79.8% |
| Q2 2022 | $1,273,000 | -18.1% | 32,662 | -0.4% | 0.89% | -7.0% |
| Q1 2022 | $1,554,000 | -8.4% | 32,804 | +98.1% | 0.96% | -5.7% |
| Q4 2021 | $1,696,000 | +0.2% | 16,559 | -2.1% | 1.02% | -5.5% |
| Q3 2021 | $1,693,000 | -9.8% | 16,909 | -6.1% | 1.08% | -13.4% |
| Q2 2021 | $1,877,000 | -3.6% | 18,015 | -6.4% | 1.24% | -10.7% |
| Q1 2021 | $1,948,000 | +5.6% | 19,240 | -7.2% | 1.39% | -13.5% |
| Q4 2020 | $1,845,000 | – | 20,727 | – | 1.61% | – |
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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% |