SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $434,000 | -0.2% | 8,459 | 0.0% | 0.14% | 0.0% |
| Q4 2020 | $435,000 | -0.2% | 8,459 | 0.0% | 0.14% | -19.8% |
| Q3 2020 | $436,000 | -0.2% | 8,459 | 0.0% | 0.18% | -9.7% |
| Q2 2020 | $437,000 | -0.2% | 8,459 | 0.0% | 0.20% | -31.5% |
| Q1 2020 | $438,000 | +2.6% | 8,459 | 0.0% | 0.29% | +19.7% |
| Q4 2019 | $427,000 | -0.2% | 8,459 | 0.0% | 0.24% | -5.5% |
| Q3 2019 | $428,000 | 0.0% | 8,459 | 0.0% | 0.25% | -4.9% |
| Q2 2019 | $428,000 | +0.7% | 8,459 | 0.0% | 0.27% | -3.3% |
| Q1 2019 | $425,000 | +0.7% | 8,459 | 0.0% | 0.28% | +358.3% |
| Q4 2018 | $422,000 | +0.7% | 8,459 | 0.0% | 0.06% | +1.7% |
| Q3 2018 | $419,000 | -0.5% | 8,459 | 0.0% | 0.06% | -13.2% |
| Q2 2018 | $421,000 | -3.4% | 8,459 | -3.3% | 0.07% | 0.0% |
| Q1 2018 | $436,000 | -0.5% | 8,748 | 0.0% | 0.07% | +3.0% |
| Q4 2017 | $438,000 | -0.7% | 8,748 | 0.0% | 0.07% | -17.5% |
| Q3 2017 | $441,000 | 0.0% | 8,748 | 0.0% | 0.08% | +2.6% |
| Q2 2017 | $441,000 | 0.0% | 8,748 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $441,000 | +57.5% | 8,748 | +57.6% | 0.08% | +39.3% |
| Q4 2016 | $280,000 | +5.7% | 5,552 | +6.4% | 0.06% | -6.7% |
| Q3 2016 | $265,000 | +0.4% | 5,217 | +0.8% | 0.06% | -7.7% |
| Q2 2016 | $264,000 | +5.6% | 5,178 | +5.1% | 0.06% | +1.6% |
| Q1 2016 | $250,000 | +0.4% | 4,928 | 0.0% | 0.06% | +3.2% |
| Q4 2015 | $249,000 | -2.0% | 4,928 | -1.4% | 0.06% | -1.6% |
| Q3 2015 | $254,000 | -17.8% | 4,999 | -17.9% | 0.06% | -8.7% |
| Q2 2015 | $309,000 | – | 6,086 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |