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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,777 | -58.6% | 7,826 | -58.5% | 0.00% | – |
| Q2 2023 | $905,964 | -44.3% | 18,851 | -43.5% | 0.00% | – |
| Q1 2023 | $1,627,111 | +38.9% | 33,349 | +37.3% | 0.00% | – |
| Q4 2022 | $1,171,553 | +30.2% | 24,286 | +30.2% | 0.00% | – |
| Q3 2022 | $900,000 | -58.0% | 18,650 | -57.2% | 0.00% | – |
| Q2 2022 | $2,142,000 | -23.3% | 43,547 | -22.7% | 0.00% | -100.0% |
| Q1 2022 | $2,791,000 | +412.1% | 56,345 | +426.1% | 0.00% | – |
| Q4 2021 | $545,000 | -17.5% | 10,710 | -17.2% | 0.00% | – |
| Q3 2021 | $661,000 | -35.8% | 12,929 | -35.7% | 0.00% | – |
| Q2 2021 | $1,030,000 | +178.4% | 20,101 | +179.8% | 0.00% | – |
| Q3 2020 | $370,000 | -91.3% | 7,184 | -91.3% | 0.00% | -100.0% |
| Q2 2020 | $4,276,000 | -52.1% | 82,824 | -52.0% | 0.00% | -66.7% |
| Q1 2020 | $8,920,000 | +37.4% | 172,416 | +34.1% | 0.00% | +50.0% |
| Q4 2019 | $6,490,000 | +15.8% | 128,559 | +16.1% | 0.00% | 0.0% |
| Q3 2019 | $5,604,000 | +33.0% | 110,770 | +33.0% | 0.00% | +100.0% |
| Q2 2019 | $4,215,000 | -59.9% | 83,315 | -60.3% | 0.00% | -66.7% |
| Q1 2019 | $10,524,000 | -10.6% | 209,684 | -11.1% | 0.00% | -25.0% |
| Q4 2018 | $11,775,000 | +223.7% | 235,925 | +221.5% | 0.00% | +300.0% |
| Q3 2018 | $3,638,000 | +45.9% | 73,379 | +46.4% | 0.00% | 0.0% |
| Q2 2018 | $2,493,000 | – | 50,109 | – | 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% |