SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $215,000 | -77.3% | 4,177 | -77.2% | 0.01% | -79.2% |
| Q2 2020 | $947,000 | +2.8% | 18,339 | +3.0% | 0.05% | -17.2% |
| Q1 2020 | $921,000 | +330.4% | 17,808 | +319.5% | 0.06% | +392.3% |
| Q4 2019 | $214,000 | -34.8% | 4,245 | -35.0% | 0.01% | -43.5% |
| Q1 2019 | $328,000 | +48.4% | 6,528 | +47.7% | 0.02% | +35.3% |
| Q4 2018 | $221,000 | +452.5% | 4,421 | +453.3% | 0.02% | +466.7% |
| Q3 2018 | $40,000 | +60.0% | 799 | +59.8% | 0.00% | +50.0% |
| Q1 2018 | $25,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 405,662 | $20,453,000 | 17.75% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 733,572 | $36,987,000 | 13.52% |
| Corrigan Financial, Inc. | 232,881 | $11,741,862 | 10.89% |
| Smart Portfolios, LLC | 199,229 | $10,045,000 | 10.81% |
| Quantum Capital Management, LLC / NJ | 377,789 | $19,048,000 | 5.81% |
| SFMG, LLC | 543,822 | $27,419,000 | 5.69% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 160,464 | $8,090,000 | 5.49% |
| JUNCTURE WEALTH STRATEGIES, LLC | 178,394 | $8,995,000 | 5.16% |
| PRING TURNER CAPITAL GROUP INC | 94,510 | $4,765,000 | 4.83% |
| Eagle Capital Management, LLC | 152,153 | $7,672,000 | 4.57% |