SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 32 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $13,063,000 | +536.6% | 260,853 | +534.0% | 3.96% | +474.3% |
| Q4 2018 | $2,052,000 | +31.1% | 41,144 | +30.3% | 0.69% | +38.6% |
| Q3 2018 | $1,565,000 | +2.6% | 31,576 | +2.8% | 0.50% | -1.4% |
| Q2 2018 | $1,525,000 | -4.6% | 30,718 | -4.5% | 0.50% | -6.5% |
| Q1 2018 | $1,598,000 | +2.9% | 32,153 | +3.3% | 0.54% | +3.8% |
| Q4 2017 | $1,553,000 | -3.9% | 31,117 | -2.9% | 0.52% | -9.6% |
| Q3 2017 | $1,616,000 | -0.1% | 32,055 | +0.0% | 0.58% | -9.2% |
| Q1 2017 | $1,617,000 | +4.4% | 32,049 | +4.3% | 0.63% | -3.8% |
| Q4 2016 | $1,549,000 | -6.5% | 30,729 | -5.7% | 0.66% | -7.1% |
| Q3 2016 | $1,656,000 | +132.3% | 32,602 | +133.0% | 0.71% | +117.8% |
| Q2 2016 | $713,000 | +7.9% | 13,992 | +7.6% | 0.32% | +3.8% |
| Q1 2016 | $661,000 | +3.3% | 13,007 | +2.6% | 0.31% | +1.6% |
| Q4 2015 | $640,000 | -40.4% | 12,681 | -40.0% | 0.31% | -39.0% |
| Q3 2015 | $1,073,000 | +0.4% | 21,122 | +0.1% | 0.50% | +1.8% |
| Q2 2015 | $1,069,000 | -28.2% | 21,102 | -28.0% | 0.50% | -29.8% |
| Q1 2015 | $1,488,000 | -36.8% | 29,322 | -36.9% | 0.71% | -39.7% |
| Q4 2014 | $2,355,000 | -7.7% | 46,457 | -7.6% | 1.17% | -12.9% |
| Q3 2014 | $2,552,000 | -5.9% | 50,288 | -6.1% | 1.35% | -5.2% |
| Q2 2014 | $2,711,000 | +13.6% | 53,548 | +13.4% | 1.42% | +12.7% |
| Q1 2014 | $2,386,000 | +25.4% | 47,210 | +25.5% | 1.26% | +20.1% |
| Q4 2013 | $1,902,000 | +60.1% | 37,630 | +60.1% | 1.05% | +53.4% |
| Q3 2013 | $1,188,000 | +11.4% | 23,505 | +11.2% | 0.68% | +7.4% |
| Q2 2013 | $1,066,000 | – | 21,132 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |