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 | $282,029 | -6.2% | 6,809 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $300,643 | +11.9% | 6,864 | +7.1% | 0.02% | +4.8% |
| Q1 2023 | $268,771 | +397.7% | 6,410 | +350.8% | 0.02% | +600.0% |
| Q3 2022 | $54,000 | +1700.0% | 1,422 | +1931.4% | 0.00% | – |
| Q2 2022 | $3,000 | -86.4% | 70 | -84.6% | 0.00% | -100.0% |
| Q1 2022 | $22,000 | -31.2% | 454 | +43.7% | 0.00% | -66.7% |
| Q4 2021 | $32,000 | -5.9% | 316 | -7.1% | 0.00% | +50.0% |
| Q3 2021 | $34,000 | -2.9% | 340 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +52.2% | 340 | +49.1% | 0.00% | +100.0% |
| Q1 2021 | $23,000 | +15.0% | 228 | 0.0% | 0.00% | -75.0% |
| Q4 2020 | $20,000 | – | 228 | – | 0.00% | – |
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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% |