SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |