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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $528,660 | -1.5% | 11,000 | 0.0% | 0.13% | -8.4% |
Q1 2023 | $536,690 | +1.1% | 11,000 | 0.0% | 0.14% | -8.9% |
Q4 2022 | $530,640 | -0.1% | 11,000 | 0.0% | 0.16% | -5.4% |
Q3 2022 | $531,000 | -1.8% | 11,000 | 0.0% | 0.17% | +7.8% |
Q2 2022 | $541,000 | -67.1% | 11,000 | -66.9% | 0.15% | -59.7% |
Q1 2022 | $1,645,000 | -2.6% | 33,209 | 0.0% | 0.38% | +7.9% |
Q4 2021 | $1,689,000 | -3.5% | 33,209 | -2.9% | 0.35% | -10.2% |
Q3 2021 | $1,751,000 | -4.3% | 34,209 | -4.2% | 0.39% | -2.2% |
Q2 2021 | $1,829,000 | +160.2% | 35,705 | +160.5% | 0.40% | +137.1% |
Q1 2021 | $703,000 | -0.3% | 13,705 | -0.2% | 0.17% | +4.9% |
Q4 2020 | $705,000 | +232.5% | 13,726 | +233.4% | 0.16% | +174.6% |
Q3 2020 | $212,000 | -12.8% | 4,117 | -12.5% | 0.06% | -25.3% |
Q2 2020 | $243,000 | -26.8% | 4,707 | -26.6% | 0.08% | -42.3% |
Q1 2020 | $332,000 | +12.9% | 6,412 | +10.1% | 0.14% | +42.7% |
Q4 2019 | $294,000 | -0.3% | 5,822 | 0.0% | 0.10% | -3.0% |
Q3 2019 | $295,000 | 0.0% | 5,822 | 0.0% | 0.10% | -1.0% |
Q2 2019 | $295,000 | +1.0% | 5,822 | 0.0% | 0.10% | +2.0% |
Q1 2019 | $292,000 | +0.3% | 5,822 | 0.0% | 0.10% | -12.5% |
Q4 2018 | $291,000 | +16.4% | 5,822 | +17.3% | 0.11% | +9.8% |
Q4 2015 | $250,000 | +7.3% | 4,964 | +8.3% | 0.10% | -1.9% |
Q3 2015 | $233,000 | -0.4% | 4,583 | -0.9% | 0.10% | +9.5% |
Q2 2015 | $234,000 | -1.7% | 4,623 | -1.3% | 0.10% | 0.0% |
Q1 2015 | $238,000 | +15.0% | 4,683 | +14.7% | 0.10% | +13.1% |
Q4 2014 | $207,000 | -30.8% | 4,083 | -30.8% | 0.08% | -30.6% |
Q2 2014 | $299,000 | -24.5% | 5,902 | -24.7% | 0.12% | -27.1% |
Q1 2014 | $396,000 | – | 7,839 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MinichMacGregor Wealth Management, LLC | 405,662 | $20,453,000 | 17.75% |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 733,572 | $36,987,000 | 13.52% |
Corrigan Financial, Inc. | 232,881 | $11,741,862 | 10.89% |
Smart Portfolios, LLC | 199,229 | $10,045,000 | 10.81% |
Quantum Capital Management, LLC / NJ | 377,789 | $19,048,000 | 5.81% |
SFMG, LLC | 543,822 | $27,419,000 | 5.69% |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 160,464 | $8,090,000 | 5.49% |
JUNCTURE WEALTH STRATEGIES, LLC | 178,394 | $8,995,000 | 5.16% |
PRING TURNER CAPITAL GROUP INC | 94,510 | $4,765,000 | 4.83% |
Eagle Capital Management, LLC | 152,153 | $7,672,000 | 4.57% |