SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,757,000 | -2.8% | 300 | 0.0% | 0.01% | +133.3% |
| Q3 2020 | $15,177,000 | 0.0% | 300 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $15,177,000 | -86.8% | 300 | -86.8% | 0.01% | -85.7% |
| Q3 2017 | $114,807,000 | -34.7% | 2,278 | -34.7% | 0.04% | -38.2% |
| Q2 2017 | $175,795,000 | +64.1% | 3,487 | +64.2% | 0.07% | +61.9% |
| Q4 2016 | $107,105,000 | +0.3% | 2,124 | +1.0% | 0.04% | 0.0% |
| Q3 2016 | $106,763,000 | +0.9% | 2,102 | +1.2% | 0.04% | -6.7% |
| Q2 2016 | $105,833,000 | +186.8% | 2,077 | +183.7% | 0.04% | +164.7% |
| Q4 2015 | $36,907,000 | +4.8% | 732 | +5.6% | 0.02% | +13.3% |
| Q3 2015 | $35,228,000 | – | 693 | – | 0.02% | – |
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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% |