SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $148,000 | -93.7% | 2,952 | -93.8% | 0.00% | -95.2% |
| Q4 2018 | $2,366,000 | -6.1% | 47,399 | -5.2% | 0.02% | -4.5% |
| Q3 2017 | $2,520,000 | -0.0% | 50,000 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $2,521,000 | -0.1% | 50,000 | 0.0% | 0.02% | +4.5% |
| Q1 2017 | $2,523,000 | +0.1% | 50,000 | 0.0% | 0.02% | +4.8% |
| Q4 2016 | $2,521,000 | -0.7% | 50,000 | 0.0% | 0.02% | -22.2% |
| Q3 2016 | $2,540,000 | -0.3% | 50,000 | 0.0% | 0.03% | +50.0% |
| Q2 2016 | $2,548,000 | +0.3% | 50,000 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $2,540,000 | +0.7% | 50,000 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $2,522,000 | – | 50,000 | – | 0.02% | – |
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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% |