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 | $972,762 | -4.4% | 23,485 | +1.1% | 0.04% | -2.6% |
| Q2 2023 | $1,017,657 | -0.0% | 23,234 | -4.3% | 0.04% | -5.0% |
| Q1 2023 | $1,018,061 | +516682.2% | 24,280 | +399.9% | 0.04% | +263.6% |
| Q4 2022 | $197 | -99.9% | 4,857 | +35.3% | 0.01% | +37.5% |
| Q3 2022 | $136,000 | -59.8% | 3,590 | -58.6% | 0.01% | -42.9% |
| Q2 2022 | $338,000 | -85.4% | 8,668 | -82.1% | 0.01% | -77.4% |
| Q1 2022 | $2,313,000 | +27.4% | 48,299 | +172.5% | 0.06% | +55.0% |
| Q4 2021 | $1,815,000 | +2.1% | 17,724 | -0.2% | 0.04% | -14.9% |
| Q3 2021 | $1,777,000 | -8.3% | 17,753 | -4.6% | 0.05% | -9.6% |
| Q2 2021 | $1,938,000 | +13.6% | 18,601 | +8.7% | 0.05% | +15.6% |
| Q1 2021 | $1,706,000 | – | 17,116 | – | 0.04% | – |
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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% |