SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,673 | -37.3% | 5,401 | -37.1% | 0.01% | -38.5% |
| Q2 2023 | $412,859 | -9.5% | 8,590 | -8.1% | 0.01% | -13.3% |
| Q1 2023 | $456,030 | -0.2% | 9,347 | -1.3% | 0.02% | -11.8% |
| Q4 2022 | $456,774 | -65.9% | 9,469 | -65.3% | 0.02% | -37.0% |
| Q2 2022 | $1,340,000 | +392.6% | 27,250 | +416.6% | 0.03% | +107.7% |
| Q3 2021 | $272,000 | +30.8% | 5,275 | +30.2% | 0.01% | +8.3% |
| Q1 2021 | $208,000 | -23.2% | 4,050 | -23.3% | 0.01% | -25.0% |
| Q4 2020 | $271,000 | -0.4% | 5,279 | +0.1% | 0.02% | -30.4% |
| Q3 2020 | $272,000 | -0.7% | 5,275 | -0.5% | 0.02% | -8.0% |
| Q2 2020 | $274,000 | +25.1% | 5,300 | +20.1% | 0.02% | +25.0% |
| Q3 2018 | $219,000 | -70.4% | 4,414 | -70.2% | 0.02% | -75.0% |
| Q4 2017 | $740,000 | – | 14,801 | – | 0.08% | – |
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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% |