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 | $15,971 | -99.9% | 385,576 | +2.1% | 9.36% | -0.5% |
| Q2 2023 | $16,546,803 | +7.0% | 377,781 | +2.4% | 9.40% | +1.8% |
| Q1 2023 | $15,468,149 | +12.5% | 368,904 | +8.7% | 9.23% | +2.9% |
| Q4 2022 | $13,752,375 | +10.3% | 339,480 | +2.9% | 8.97% | +3.2% |
| Q3 2022 | $12,468,000 | +4.1% | 329,848 | +7.3% | 8.69% | +8.5% |
| Q2 2022 | $11,982,000 | -17.0% | 307,305 | +0.8% | 8.01% | -5.6% |
| Q1 2022 | $14,442,000 | -14.8% | 304,946 | +84.2% | 8.49% | -12.3% |
| Q4 2021 | $16,952,000 | +4.9% | 165,544 | +2.5% | 9.68% | -3.4% |
| Q3 2021 | $16,162,000 | – | 161,460 | – | 10.03% | – |
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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% |