SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $254,000 | -96.5% | 4,959 | -96.5% | 0.01% | -96.4% |
| Q2 2021 | $7,217,000 | -0.8% | 140,894 | -0.6% | 0.17% | -10.6% |
| Q1 2021 | $7,274,000 | -18.8% | 141,762 | -18.7% | 0.19% | -26.0% |
| Q4 2020 | $8,960,000 | +5.2% | 174,346 | +5.4% | 0.25% | -13.0% |
| Q3 2020 | $8,519,000 | +2613.1% | 165,420 | +2568.9% | 0.29% | +1725.0% |
| Q3 2019 | $314,000 | +55.4% | 6,198 | +53.0% | 0.02% | +33.3% |
| Q4 2018 | $202,000 | -56.5% | 4,051 | -56.7% | 0.01% | -57.1% |
| Q3 2018 | $464,000 | -0.2% | 9,357 | 0.0% | 0.03% | -17.6% |
| Q2 2018 | $465,000 | -0.2% | 9,357 | 0.0% | 0.03% | +6.2% |
| Q1 2018 | $466,000 | -0.4% | 9,357 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $468,000 | – | 9,357 | – | 0.03% | – |
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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% |