SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $555,000 | +26.7% | 11,159 | +27.1% | 0.08% | +24.6% |
| Q1 2018 | $438,000 | -18.9% | 8,779 | -18.7% | 0.06% | -16.7% |
| Q4 2017 | $540,000 | -8.3% | 10,792 | -7.7% | 0.08% | -10.3% |
| Q3 2017 | $589,000 | +1.7% | 11,686 | +1.8% | 0.09% | -1.1% |
| Q2 2017 | $579,000 | -36.0% | 11,479 | -36.0% | 0.09% | -38.5% |
| Q1 2017 | $904,000 | +9.6% | 17,925 | +9.6% | 0.14% | +2.9% |
| Q4 2016 | $825,000 | +8.0% | 16,355 | +8.8% | 0.14% | +8.6% |
| Q3 2016 | $764,000 | -0.7% | 15,035 | -0.4% | 0.13% | -4.5% |
| Q2 2016 | $769,000 | +29.7% | 15,094 | +29.3% | 0.13% | +20.7% |
| Q1 2016 | $593,000 | +6.1% | 11,676 | +5.4% | 0.11% | +1.8% |
| Q4 2015 | $559,000 | +0.4% | 11,081 | +1.1% | 0.11% | -0.9% |
| Q3 2015 | $557,000 | +8.2% | 10,956 | +8.0% | 0.11% | +12.2% |
| Q2 2015 | $515,000 | -2.8% | 10,143 | -2.8% | 0.10% | -7.5% |
| Q1 2015 | $530,000 | +28.6% | 10,433 | +28.0% | 0.11% | +19.1% |
| Q4 2014 | $412,000 | +5.9% | 8,149 | +5.8% | 0.09% | 0.0% |
| Q3 2014 | $389,000 | -1.0% | 7,704 | -0.9% | 0.09% | -2.2% |
| Q2 2014 | $393,000 | – | 7,771 | – | 0.09% | – |
Download | ||||||
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% |