REILLY FINANCIAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$73,000
-1.4%
1,4440.0%0.01%
-16.7%
Q3 2021$74,0000.0%1,4440.0%0.01%0.0%
Q2 2021$74,0000.0%1,4440.0%0.01%
-14.3%
Q1 2021$74,0000.0%1,4440.0%0.01%0.0%
Q4 2020$74,0000.0%1,4440.0%0.01%
-12.5%
Q3 2020$74,000
-1.3%
1,4440.0%0.01%
-11.1%
Q2 2020$75,0000.0%1,4440.0%0.01%
-18.2%
Q1 2020$75,000
+2.7%
1,4440.0%0.01%
+37.5%
Q4 2019$73,000
-37.6%
1,444
-37.3%
0.01%
-42.9%
Q3 2019$117,000
-25.5%
2,304
-25.8%
0.01%
-30.0%
Q2 2019$157,000
+89.2%
3,104
+87.7%
0.02%
+81.8%
Q1 2019$83,000
-19.4%
1,654
-19.7%
0.01%
-26.7%
Q4 2018$103,000
-87.7%
2,059
-87.8%
0.02%
-86.5%
Q3 2018$837,000
-16.4%
16,879
-16.1%
0.11%
-21.8%
Q2 2018$1,001,000
-1.8%
20,120
-1.6%
0.14%0.0%
Q1 2018$1,019,000
+262.6%
20,440
+263.7%
0.14%
+255.0%
Q4 2017$281,000
-43.3%
5,620
-42.9%
0.04%
-45.9%
Q3 2017$496,000
+6.2%
9,837
+6.2%
0.07%
+2.8%
Q2 2017$467,000
+3.5%
9,267
+3.8%
0.07%
-1.4%
Q1 2017$451,000
+160.7%
8,931
+160.6%
0.07%
+143.3%
Q4 2016$173,000
+3.0%
3,427
+3.6%
0.03%0.0%
Q3 2016$168,000
+25.4%
3,307
+25.5%
0.03%
+20.0%
Q2 2016$134,000
+7.2%
2,635
+6.7%
0.02%
+19.0%
Q1 2016$125,000
+17.9%
2,469
+17.1%
0.02%
+10.5%
Q4 2015$106,000
+26.2%
2,108
+27.0%
0.02%
+26.7%
Q3 2015$84,000
+16.7%
1,660
+16.2%
0.02%
+25.0%
Q2 2015$72,000
+380.0%
1,429
+384.4%
0.01%
+300.0%
Q1 2015$15,0002950.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 405,662$20,453,00017.75%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 733,572$36,987,00013.52%
Corrigan Financial, Inc. 232,881$11,741,86210.89%
Smart Portfolios, LLC 199,229$10,045,00010.81%
Quantum Capital Management, LLC / NJ 377,789$19,048,0005.81%
SFMG, LLC 543,822$27,419,0005.69%
Carlton Hofferkamp & Jenks Wealth Management, LLC 160,464$8,090,0005.49%
JUNCTURE WEALTH STRATEGIES, LLC 178,394$8,995,0005.16%
PRING TURNER CAPITAL GROUP INC 94,510$4,765,0004.83%
Eagle Capital Management, LLC 152,153$7,672,0004.57%
View complete list of SCHWAB STRATEGIC TR shareholders