SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $627,391 | -70.6% | 12,859 | -70.9% | 0.00% | -66.7% |
| Q4 2022 | $2,133,125 | -55.5% | 44,219 | -54.6% | 0.00% | -57.1% |
| Q2 2022 | $4,794,000 | -8.1% | 97,453 | -7.5% | 0.01% | +40.0% |
| Q1 2022 | $5,217,000 | +311.4% | 105,311 | +322.4% | 0.01% | +400.0% |
| Q4 2021 | $1,268,000 | -9.6% | 24,931 | -9.0% | 0.00% | 0.0% |
| Q3 2021 | $1,402,000 | -67.9% | 27,396 | -67.9% | 0.00% | -80.0% |
| Q2 2021 | $4,373,000 | -39.9% | 85,373 | -39.8% | 0.01% | -54.5% |
| Q1 2021 | $7,271,000 | +38.9% | 141,717 | +39.4% | 0.01% | +37.5% |
| Q3 2020 | $5,236,000 | +517.5% | 101,676 | +519.2% | 0.01% | +300.0% |
| Q2 2020 | $848,000 | -10.1% | 16,420 | -9.9% | 0.00% | 0.0% |
| Q1 2020 | $943,000 | – | 18,228 | – | 0.00% | – |
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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% |