SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $218,000 | -0.5% | 4,281 | 0.0% | 0.05% | -9.8% |
| Q3 2021 | $219,000 | 0.0% | 4,281 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $219,000 | -0.5% | 4,281 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $220,000 | -49.8% | 4,281 | -49.8% | 0.05% | -55.8% |
| Q4 2020 | $438,000 | -25.0% | 8,530 | -24.8% | 0.12% | -38.1% |
| Q3 2020 | $584,000 | -52.5% | 11,348 | -52.2% | 0.19% | -57.1% |
| Q1 2020 | $1,229,000 | -29.7% | 23,751 | -31.4% | 0.45% | +24.5% |
| Q4 2019 | $1,748,000 | -2.1% | 34,645 | -1.8% | 0.36% | -34.1% |
| Q3 2019 | $1,785,000 | -12.3% | 35,281 | -12.3% | 0.55% | -1.4% |
| Q2 2019 | $2,036,000 | – | 40,250 | – | 0.56% | – |
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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% |