SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.42 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $41 | -99.9% | 1 | -99.9% | 0.00% | – |
| Q3 2022 | $45,000 | -4.3% | 1,200 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | -17.5% | 1,200 | 0.0% | 0.00% | – |
| Q1 2022 | $57,000 | -6.6% | 1,200 | +100.0% | 0.00% | – |
| Q4 2021 | $61,000 | +1.7% | 600 | 0.0% | 0.00% | – |
| Q3 2021 | $60,000 | -59.5% | 600 | -57.5% | 0.00% | – |
| Q2 2021 | $148,000 | -31.5% | 1,413 | -34.8% | 0.00% | – |
| Q1 2021 | $216,000 | +170.0% | 2,166 | +140.7% | 0.00% | – |
| Q4 2020 | $80,000 | +95.1% | 900 | +50.0% | 0.00% | – |
| Q3 2020 | $41,000 | -54.9% | 600 | -56.8% | 0.00% | – |
| Q2 2020 | $91,000 | +193.5% | 1,390 | +131.7% | 0.00% | – |
| Q1 2020 | $31,000 | -31.1% | 600 | 0.0% | 0.00% | – |
| Q4 2019 | $45,000 | +7.1% | 600 | -3.1% | 0.00% | – |
| Q3 2019 | $42,000 | 0.0% | 619 | +3.2% | 0.00% | – |
| Q2 2019 | $42,000 | +2.4% | 600 | 0.0% | 0.00% | – |
| Q1 2019 | $41,000 | -24.1% | 600 | -33.3% | 0.00% | – |
| Q4 2018 | $54,000 | -93.8% | 900 | -92.1% | 0.00% | – |
| Q3 2018 | $865,000 | +206.7% | 11,349 | +195.9% | 0.00% | – |
| Q2 2018 | $282,000 | +587.8% | 3,836 | +539.3% | 0.00% | – |
| Q1 2018 | $41,000 | -79.4% | 600 | -83.4% | 0.00% | – |
| Q4 2014 | $199,000 | +7.0% | 3,625 | 0.0% | 0.00% | – |
| Q3 2014 | $186,000 | -63.7% | 3,625 | -61.4% | 0.00% | – |
| Q2 2014 | $513,000 | -17.1% | 9,382 | -18.8% | 0.00% | – |
| Q1 2014 | $619,000 | +225.8% | 11,555 | +218.8% | 0.00% | – |
| Q4 2013 | $190,000 | +9.2% | 3,625 | 0.0% | 0.00% | – |
| Q3 2013 | $174,000 | – | 3,625 | – | 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% |