SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $877,524 | -5.4% | 21,186 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $927,947 | -0.3% | 21,186 | -4.6% | 0.12% | -5.7% |
| Q1 2023 | $930,972 | +3.5% | 22,203 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $899,444 | +7.2% | 22,203 | 0.0% | 0.13% | -7.4% |
| Q3 2022 | $839,000 | -4.2% | 22,203 | -1.2% | 0.14% | 0.0% |
| Q2 2022 | $876,000 | -10.4% | 22,463 | +8.7% | 0.14% | -0.7% |
| Q1 2022 | $978,000 | -7.6% | 20,660 | +100.0% | 0.14% | -8.7% |
| Q4 2021 | $1,058,000 | +2.3% | 10,330 | 0.0% | 0.15% | -6.8% |
| Q3 2021 | $1,034,000 | -3.9% | 10,330 | 0.0% | 0.16% | -4.7% |
| Q2 2021 | $1,076,000 | +4.5% | 10,330 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $1,030,000 | +12.1% | 10,330 | 0.0% | 0.17% | +2.4% |
| Q4 2020 | $919,000 | +30.2% | 10,330 | 0.0% | 0.16% | +23.3% |
| Q3 2020 | $706,000 | -0.1% | 10,330 | -4.5% | 0.13% | -7.6% |
| Q2 2020 | $707,000 | – | 10,820 | – | 0.14% | – |
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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% |