SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 336 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,586,000 | +8.3% | 20,965 | -0.2% | 1.18% | -5.1% |
| Q3 2019 | $1,465,000 | -3.7% | 21,015 | -1.3% | 1.24% | -7.5% |
| Q2 2019 | $1,522,000 | +2.8% | 21,296 | +0.6% | 1.34% | +0.1% |
| Q1 2019 | $1,480,000 | +15.4% | 21,166 | +0.2% | 1.34% | +13.3% |
| Q4 2018 | $1,282,000 | -76.0% | 21,134 | -72.4% | 1.18% | -74.0% |
| Q4 2017 | $5,331,000 | +696.9% | 76,441 | +669.6% | 4.55% | +660.9% |
| Q3 2017 | $669,000 | +133.9% | 9,932 | +122.2% | 0.60% | +136.4% |
| Q2 2017 | $286,000 | +5.1% | 4,469 | +3.7% | 0.25% | +4.1% |
| Q1 2017 | $272,000 | +3.4% | 4,311 | +0.6% | 0.24% | -4.0% |
| Q4 2016 | $263,000 | – | 4,284 | – | 0.25% | – |
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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% |