SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $277,000 | -94.5% | 5,351 | -94.7% | 0.07% | -93.5% |
| Q4 2019 | $5,082,000 | +5.2% | 100,671 | +5.4% | 1.01% | -1.1% |
| Q3 2019 | $4,831,000 | -1.8% | 95,500 | -1.8% | 1.02% | -8.3% |
| Q2 2019 | $4,919,000 | +8.3% | 97,228 | +7.4% | 1.12% | +1.6% |
| Q1 2019 | $4,544,000 | +5.7% | 90,541 | +5.1% | 1.10% | -4.5% |
| Q4 2018 | $4,300,000 | +20.3% | 86,145 | +19.4% | 1.15% | +24.8% |
| Q3 2018 | $3,575,000 | +4.6% | 72,127 | +5.0% | 0.92% | 0.0% |
| Q2 2018 | $3,417,000 | +6.6% | 68,698 | +6.9% | 0.92% | +6.0% |
| Q1 2018 | $3,204,000 | +2.9% | 64,291 | +3.3% | 0.87% | +2.2% |
| Q4 2017 | $3,114,000 | +2.4% | 62,242 | +3.2% | 0.85% | -2.0% |
| Q3 2017 | $3,040,000 | -41.5% | 60,319 | -41.5% | 0.87% | -44.5% |
| Q2 2017 | $5,200,000 | -56.5% | 103,131 | -56.5% | 1.56% | -57.1% |
| Q1 2017 | $11,967,000 | +4.0% | 237,167 | +3.9% | 3.64% | -1.1% |
| Q4 2016 | $11,509,000 | +82.5% | 228,263 | +83.8% | 3.68% | +80.4% |
| Q3 2016 | $6,307,000 | +7.1% | 124,186 | +7.5% | 2.04% | +2.2% |
| Q2 2016 | $5,888,000 | +3.9% | 115,540 | +3.6% | 2.00% | -0.5% |
| Q1 2016 | $5,668,000 | +0.5% | 111,568 | -0.2% | 2.01% | -3.6% |
| Q4 2015 | $5,637,000 | +3.3% | 111,748 | +4.1% | 2.08% | -13.0% |
| Q3 2015 | $5,455,000 | -4.1% | 107,373 | -4.3% | 2.39% | +2.8% |
| Q2 2015 | $5,689,000 | +4.5% | 112,182 | +4.6% | 2.33% | +7.3% |
| Q1 2015 | $5,445,000 | +14.2% | 107,293 | +13.8% | 2.17% | +47.6% |
| Q4 2014 | $4,767,000 | +12.1% | 94,253 | +12.1% | 1.47% | +10.9% |
| Q3 2014 | $4,251,000 | +5.8% | 84,053 | +5.9% | 1.33% | +9.0% |
| Q2 2014 | $4,019,000 | +11.6% | 79,387 | +11.4% | 1.22% | +4.7% |
| Q1 2014 | $3,601,000 | – | 71,245 | – | 1.16% | – |
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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% |