SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,432 | +8.0% | 19,345 | +8.4% | 0.04% | +10.3% |
| Q2 2023 | $857,487 | +14.9% | 17,842 | +16.6% | 0.04% | +8.3% |
| Q1 2023 | $746,438 | +54987.7% | 15,299 | -45.5% | 0.04% | -41.0% |
| Q4 2022 | $1,355 | -99.9% | 28,096 | +20.7% | 0.06% | +15.1% |
| Q3 2022 | $1,123,000 | +13.7% | 23,278 | +15.8% | 0.05% | +23.3% |
| Q2 2022 | $988,000 | -68.9% | 20,095 | -68.7% | 0.04% | -61.3% |
| Q1 2022 | $3,177,000 | -14.9% | 64,132 | -12.7% | 0.11% | -7.5% |
| Q4 2021 | $3,734,000 | +40.5% | 73,435 | +41.5% | 0.12% | +122.2% |
| Q3 2021 | $2,657,000 | +46.1% | 51,909 | +46.3% | 0.05% | -20.6% |
| Q2 2021 | $1,818,000 | -13.7% | 35,487 | -13.6% | 0.07% | -20.9% |
| Q1 2021 | $2,107,000 | – | 41,071 | – | 0.09% | – |
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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% |