SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |