SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $273,000 | -31.9% | 5,358 | -32.1% | 0.04% | +7.1% |
| Q1 2016 | $401,000 | -5.0% | 7,886 | -5.8% | 0.04% | -6.7% |
| Q4 2015 | $422,000 | +14.4% | 8,373 | +15.3% | 0.04% | +7.1% |
| Q3 2015 | $369,000 | +1.7% | 7,260 | +1.5% | 0.04% | +10.5% |
| Q2 2015 | $363,000 | +44.0% | 7,153 | +43.1% | 0.04% | -24.0% |
| Q2 2013 | $252,000 | – | 5,000 | – | 0.05% | – |
Download | ||||||
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% |