SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,382,000 | -21.1% | 26,712 | -23.0% | 0.05% | 0.0% |
| Q4 2019 | $1,752,000 | -7.8% | 34,703 | -7.7% | 0.05% | -11.1% |
| Q3 2019 | $1,901,000 | +9.5% | 37,579 | +9.5% | 0.05% | +12.5% |
| Q2 2019 | $1,736,000 | +35.8% | 34,316 | +34.8% | 0.05% | +20.0% |
| Q1 2019 | $1,278,000 | +15.6% | 25,456 | +14.9% | 0.04% | +5.3% |
| Q4 2018 | $1,106,000 | +3.7% | 22,154 | +2.9% | 0.04% | +15.2% |
| Q3 2018 | $1,067,000 | +33.2% | 21,531 | +33.8% | 0.03% | +57.1% |
| Q2 2018 | $801,000 | +119.5% | 16,097 | +119.6% | 0.02% | +75.0% |
| Q1 2018 | $365,000 | +4.6% | 7,329 | +5.0% | 0.01% | +9.1% |
| Q4 2017 | $349,000 | – | 6,980 | – | 0.01% | – |
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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% |