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 | $796,111 | +186.6% | 19,221 | +203.0% | 0.02% | +35.3% |
| Q2 2023 | $277,813 | +50.0% | 6,343 | +43.6% | 0.02% | +30.8% |
| Q1 2023 | $185,177 | -8.0% | 4,416 | -11.1% | 0.01% | -18.8% |
| Q4 2022 | $201,349 | +37.9% | 4,970 | +28.3% | 0.02% | +23.1% |
| Q3 2022 | $146,000 | +7.4% | 3,874 | +10.7% | 0.01% | +18.2% |
| Q2 2022 | $136,000 | +86.3% | 3,498 | +126.1% | 0.01% | +120.0% |
| Q1 2022 | $73,000 | +2.8% | 1,547 | +123.2% | 0.01% | 0.0% |
| Q4 2021 | $71,000 | +97.2% | 693 | +90.4% | 0.01% | +66.7% |
| Q3 2021 | $36,000 | +100.0% | 364 | +111.6% | 0.00% | +200.0% |
| Q2 2021 | $18,000 | +5.9% | 172 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 172 | -8.0% | 0.00% | -50.0% |
| Q4 2020 | $17,000 | +41.7% | 187 | +6.9% | 0.00% | +100.0% |
| Q3 2020 | $12,000 | +9.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -98.2% | 175 | -98.6% | 0.00% | -98.9% |
| Q1 2020 | $627,000 | -43.1% | 12,175 | -32.9% | 0.09% | -46.8% |
| Q4 2018 | $1,101,000 | – | 18,139 | – | 0.17% | – |
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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% |