SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,259 | -5.1% | 8,070 | +0.4% | 0.10% | -15.7% |
| Q2 2023 | $352,149 | +4.5% | 8,040 | 0.0% | 0.12% | +11.7% |
| Q1 2023 | $337,115 | +3.5% | 8,040 | 0.0% | 0.10% | +8.4% |
| Q4 2022 | $325,698 | +7.5% | 8,040 | +0.2% | 0.10% | +4.4% |
| Q3 2022 | $303,000 | -2.9% | 8,020 | +0.2% | 0.09% | +4.6% |
| Q2 2022 | $312,000 | -17.7% | 8,006 | 0.0% | 0.09% | -8.4% |
| Q1 2022 | $379,000 | -8.5% | 8,006 | +100.0% | 0.10% | -22.8% |
| Q4 2021 | $414,000 | +3.2% | 4,003 | 0.0% | 0.12% | -9.6% |
| Q3 2021 | $401,000 | -4.1% | 4,003 | -0.2% | 0.14% | -2.9% |
| Q2 2021 | $418,000 | +4.8% | 4,013 | +0.2% | 0.14% | -13.6% |
| Q1 2021 | $399,000 | +11.8% | 4,003 | -0.2% | 0.16% | +8.0% |
| Q4 2020 | $357,000 | – | 4,011 | – | 0.15% | – |
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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% |