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 2021 | $1,035,000 | +4.5% | 10,342 | +222.0% | 0.05% | 0.0% |
Q2 2021 | $990,000 | -99.8% | 3,212 | -32.7% | 0.05% | +17.1% |
Q1 2021 | $475,698,000 | +172254.3% | 4,773 | +53.6% | 0.04% | -24.1% |
Q4 2020 | $276,000 | +41.5% | 3,107 | -19.3% | 0.05% | +74.2% |
Q1 2020 | $195,000 | +103.1% | 3,848 | +203.0% | 0.03% | +55.0% |
Q4 2019 | $96,000 | +17.1% | 1,270 | +7.8% | 0.02% | +25.0% |
Q3 2019 | $82,000 | +925.0% | 1,178 | +873.6% | 0.02% | +1500.0% |
Q1 2019 | $8,000 | – | 121 | – | 0.00% | – |
Download |
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% |