SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,166,343 | -19.0% | 52,302 | -14.4% | 0.06% | -18.7% |
| Q2 2023 | $2,675,012 | +77.2% | 61,073 | +69.6% | 0.08% | +66.7% |
| Q1 2023 | $1,509,981 | -54.5% | 36,012 | -56.0% | 0.04% | -63.4% |
| Q4 2022 | $3,318,448 | +54.9% | 81,917 | +49.1% | 0.12% | +38.2% |
| Q2 2022 | $2,142,000 | -38.6% | 54,940 | -25.4% | 0.09% | -28.8% |
| Q1 2022 | $3,488,000 | -22.5% | 73,652 | +67.6% | 0.12% | -23.8% |
| Q4 2021 | $4,501,000 | +285.7% | 43,955 | +277.0% | 0.16% | +256.5% |
| Q3 2021 | $1,167,000 | -3.0% | 11,659 | +0.9% | 0.05% | -6.1% |
| Q2 2021 | $1,203,000 | +4.5% | 11,551 | 0.0% | 0.05% | -9.3% |
| Q1 2021 | $1,151,000 | +43.2% | 11,551 | +8.6% | 0.05% | -15.6% |
| Q4 2019 | $804,000 | -4.2% | 10,635 | -11.6% | 0.06% | -12.3% |
| Q3 2019 | $839,000 | – | 12,027 | – | 0.07% | – |
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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% |