SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $35,000 | -95.5% | 690 | -95.5% | 0.00% | -96.3% |
| Q3 2019 | $776,000 | +3.7% | 15,338 | +3.8% | 0.03% | +17.4% |
| Q2 2019 | $748,000 | -3.4% | 14,780 | -4.1% | 0.02% | -8.0% |
| Q1 2019 | $774,000 | +2.0% | 15,419 | +1.4% | 0.02% | -7.4% |
| Q4 2018 | $759,000 | -41.0% | 15,210 | -41.4% | 0.03% | -32.5% |
| Q3 2018 | $1,286,000 | +6.1% | 25,945 | +6.5% | 0.04% | +2.6% |
| Q2 2018 | $1,212,000 | -29.0% | 24,360 | -28.9% | 0.04% | -29.1% |
| Q1 2018 | $1,707,000 | +5.0% | 34,255 | +5.5% | 0.06% | +1.9% |
| Q4 2017 | $1,625,000 | -71.3% | 32,478 | -71.1% | 0.05% | -73.1% |
| Q3 2017 | $5,658,000 | -2.5% | 112,266 | -2.5% | 0.20% | -9.0% |
| Q2 2017 | $5,805,000 | +2.0% | 115,141 | +2.1% | 0.22% | -4.7% |
| Q1 2017 | $5,689,000 | +42.2% | 112,744 | +42.1% | 0.23% | +37.3% |
| Q4 2016 | $4,001,000 | -6.2% | 79,349 | -5.5% | 0.17% | -5.1% |
| Q3 2016 | $4,265,000 | -1.6% | 83,982 | -1.2% | 0.18% | -3.3% |
| Q2 2016 | $4,333,000 | -18.0% | 85,022 | -18.2% | 0.18% | -18.6% |
| Q1 2016 | $5,282,000 | +20.0% | 103,972 | +19.2% | 0.23% | +18.9% |
| Q4 2015 | $4,400,000 | +1.5% | 87,241 | +2.3% | 0.19% | +0.5% |
| Q3 2015 | $4,334,000 | +431.8% | 85,308 | +430.9% | 0.19% | +509.7% |
| Q2 2015 | $815,000 | +305.5% | 16,070 | +306.7% | 0.03% | +287.5% |
| Q1 2015 | $201,000 | -7.8% | 3,951 | -8.4% | 0.01% | 0.0% |
| Q4 2014 | $218,000 | +16.6% | 4,312 | +16.4% | 0.01% | +14.3% |
| Q3 2014 | $187,000 | -28.6% | 3,704 | -28.4% | 0.01% | -30.0% |
| Q2 2014 | $262,000 | +2.7% | 5,170 | +2.7% | 0.01% | 0.0% |
| Q1 2014 | $255,000 | +193.1% | 5,035 | +193.8% | 0.01% | +233.3% |
| Q4 2013 | $87,000 | +8.8% | 1,714 | +8.6% | 0.00% | 0.0% |
| Q3 2013 | $80,000 | +21.2% | 1,578 | +20.5% | 0.00% | 0.0% |
| Q2 2013 | $66,000 | – | 1,310 | – | 0.00% | – |
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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% |