SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $189,170 | -0.4% | 3,950 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $189,837 | -0.1% | 3,950 | 0.0% | 0.02% | -20.0% |
| Q3 2022 | $190,000 | -2.1% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $194,000 | -0.5% | 3,950 | 0.0% | 0.02% | +17.6% |
| Q1 2022 | $195,000 | -2.5% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $200,000 | -1.0% | 3,950 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $202,000 | 0.0% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $202,000 | -0.5% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $203,000 | 0.0% | 3,950 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $203,000 | 0.0% | 3,950 | 0.0% | 0.02% | -9.1% |
| Q3 2020 | $203,000 | -0.5% | 3,950 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $204,000 | 0.0% | 3,950 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $204,000 | +2.5% | 3,950 | 0.0% | 0.02% | -15.4% |
| Q2 2019 | $199,000 | -0.5% | 3,950 | 0.0% | 0.03% | -49.0% |
| Q3 2016 | $200,000 | -0.5% | 3,950 | 0.0% | 0.05% | -1.9% |
| Q2 2016 | $201,000 | – | 3,950 | – | 0.05% | – |
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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% |