SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $13,531,000 | -5.0% | 272,960 | -4.7% | 4.45% | -1.0% |
| Q2 2018 | $14,240,000 | -4.2% | 286,292 | -4.0% | 4.50% | -5.8% |
| Q1 2018 | $14,860,000 | -50.3% | 298,152 | -50.1% | 4.78% | -53.9% |
| Q4 2017 | $29,916,000 | -23.0% | 597,953 | -22.4% | 10.37% | -19.2% |
| Q3 2017 | $38,831,000 | +5.0% | 770,449 | +5.0% | 12.83% | -5.1% |
| Q2 2017 | $36,987,000 | +14.5% | 733,572 | +14.6% | 13.52% | +23.8% |
| Q1 2017 | $32,292,000 | – | 639,957 | – | 10.92% | – |
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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% |