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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $301,516 | -27.9% | 7,443 | -15.9% | 0.12% | -5.6% |
| Q1 2022 | $418,000 | -0.9% | 8,847 | +114.2% | 0.12% | +9.7% |
| Q4 2021 | $422,000 | +2.2% | 4,130 | 0.0% | 0.11% | +25.6% |
| Q3 2021 | $413,000 | -4.2% | 4,130 | +0.6% | 0.09% | +9.8% |
| Q2 2021 | $431,000 | +6.4% | 4,107 | +1.0% | 0.08% | +3.8% |
| Q1 2021 | $405,000 | -4.0% | 4,065 | -14.2% | 0.08% | +5.3% |
| Q4 2020 | $422,000 | +10.2% | 4,736 | -15.6% | 0.08% | -5.1% |
| Q3 2020 | $383,000 | -1.5% | 5,610 | -5.8% | 0.08% | -7.1% |
| Q2 2020 | $389,000 | +30.5% | 5,957 | +3.0% | 0.08% | +14.9% |
| Q1 2020 | $298,000 | -22.0% | 5,781 | +14.6% | 0.07% | -3.9% |
| Q4 2019 | $382,000 | +13.0% | 5,046 | +4.1% | 0.08% | +2.7% |
| Q3 2019 | $338,000 | +61.0% | 4,847 | +64.6% | 0.08% | +27.1% |
| Q2 2019 | $210,000 | +90.9% | 2,944 | +94.8% | 0.06% | +110.7% |
| Q4 2017 | $110,000 | – | 1,511 | – | 0.03% | – |
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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% |