SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,930,214 | +0.3% | 46,601 | +6.0% | 0.12% | +5.3% |
Q2 2023 | $1,925,098 | +11.5% | 43,952 | +6.7% | 0.11% | +6.5% |
Q1 2023 | $1,726,803 | +3.8% | 41,183 | +0.2% | 0.11% | 0.0% |
Q4 2022 | $1,664,191 | +0.6% | 41,081 | -6.2% | 0.11% | -8.5% |
Q3 2022 | $1,655,000 | -2.8% | 43,785 | +0.2% | 0.12% | +5.4% |
Q2 2022 | $1,703,000 | -6.0% | 43,678 | +146.9% | 0.11% | +0.9% |
Q4 2021 | $1,812,000 | +4.2% | 17,693 | +1.9% | 0.11% | -5.2% |
Q3 2021 | $1,739,000 | +6.2% | 17,370 | +10.5% | 0.12% | +4.5% |
Q2 2021 | $1,637,000 | +4.9% | 15,713 | +0.4% | 0.11% | -4.3% |
Q1 2021 | $1,560,000 | +11.9% | 15,651 | -0.1% | 0.12% | +8.4% |
Q4 2020 | $1,394,000 | +43.3% | 15,662 | +9.9% | 0.11% | +13.8% |
Q3 2020 | $973,000 | +5.0% | 14,247 | +0.5% | 0.09% | +10.6% |
Q2 2020 | $927,000 | +9.8% | 14,180 | -13.4% | 0.08% | -3.4% |
Q1 2020 | $844,000 | -34.5% | 16,383 | -3.8% | 0.09% | -19.3% |
Q4 2019 | $1,288,000 | +2.7% | 17,027 | -5.3% | 0.11% | +0.9% |
Q3 2019 | $1,254,000 | +5.8% | 17,981 | +8.4% | 0.11% | +10.2% |
Q2 2019 | $1,185,000 | -55.4% | 16,582 | -56.3% | 0.10% | -56.4% |
Q1 2019 | $2,656,000 | -40.4% | 37,974 | -48.3% | 0.22% | -45.9% |
Q4 2018 | $4,455,000 | -0.4% | 73,423 | +25.0% | 0.42% | +9.8% |
Q3 2018 | $4,473,000 | -10.6% | 58,725 | -13.6% | 0.38% | -19.2% |
Q2 2018 | $5,002,000 | +43.2% | 67,984 | +34.5% | 0.47% | +38.3% |
Q1 2018 | $3,494,000 | +4.6% | 50,539 | +5.6% | 0.34% | +4.6% |
Q4 2017 | $3,339,000 | +19.6% | 47,871 | +15.5% | 0.32% | +4.2% |
Q3 2017 | $2,791,000 | +5.3% | 41,435 | -0.1% | 0.31% | +3.0% |
Q2 2017 | $2,651,000 | +1.6% | 41,484 | +0.2% | 0.30% | -2.6% |
Q1 2017 | $2,608,000 | – | 41,407 | – | 0.31% | – |
Download |
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% |