SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $4,000 | -60.0% | 85 | -57.5% | 0.00% | -60.0% |
Q3 2017 | $10,000 | -56.5% | 200 | -56.5% | 0.01% | -54.5% |
Q2 2017 | $23,000 | -60.3% | 460 | -60.2% | 0.01% | -65.6% |
Q1 2017 | $58,000 | -66.1% | 1,155 | -65.9% | 0.03% | -64.0% |
Q4 2016 | $171,000 | -1.7% | 3,383 | -1.5% | 0.09% | -5.3% |
Q3 2016 | $174,000 | -4.9% | 3,433 | -4.3% | 0.09% | -7.8% |
Q2 2016 | $183,000 | -12.4% | 3,586 | -12.8% | 0.10% | -7.3% |
Q1 2016 | $209,000 | – | 4,111 | – | 0.11% | – |
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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% |