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% | – |
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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% |