SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,655,433 | -25.2% | 39,967 | -21.0% | 0.00% | -50.0% |
| Q2 2023 | $2,214,572 | -10.4% | 50,561 | -14.2% | 0.00% | 0.0% |
| Q1 2023 | $2,470,725 | -35.7% | 58,925 | -37.8% | 0.00% | -33.3% |
| Q4 2022 | $3,840,064 | -3.2% | 94,793 | -9.6% | 0.00% | 0.0% |
| Q3 2022 | $3,965,000 | +154.0% | 104,897 | +162.0% | 0.00% | +200.0% |
| Q2 2022 | $1,561,000 | +423.8% | 40,034 | +536.2% | 0.00% | – |
| Q1 2022 | $298,000 | -57.7% | 6,293 | -8.4% | 0.00% | – |
| Q4 2021 | $704,000 | -5.0% | 6,872 | -7.2% | 0.00% | -100.0% |
| Q3 2021 | $741,000 | -13.9% | 7,403 | -10.4% | 0.00% | 0.0% |
| Q2 2021 | $861,000 | -67.4% | 8,265 | -68.8% | 0.00% | -50.0% |
| Q1 2021 | $2,643,000 | +429.7% | 26,518 | +372.9% | 0.00% | – |
| Q4 2020 | $499,000 | +95.7% | 5,607 | +50.5% | 0.00% | – |
| Q3 2020 | $255,000 | -23.9% | 3,726 | -42.7% | 0.00% | – |
| Q1 2020 | $335,000 | – | 6,508 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Management Group, LLC | 682,986 | $37,291,000 | 26.25% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 426,567 | $22,864,000 | 16.48% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 379,039 | $20,316,000 | 14.73% |
| Financial Management Professionals, Inc. | 360,667 | $19,332,000 | 13.29% |
| HBK Sorce Advisory LLC | 569,484 | $30,524,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 176,905 | $9,482,000 | 7.51% |
| Tuttle Capital Management, LLC | 116,803 | $6,260,000 | 5.31% |
| Avior Wealth Management, LLC | 101,059 | $5,417,000 | 4.52% |
| SVA Wealth Management, LLC | 129,431 | $6,938,000 | 3.28% |
| Gemmer Asset Management LLC | 79,581 | $4,266,000 | 3.04% |