SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $26,000 | +4.0% | 501 | +0.2% | 0.00% | 0.0% |
| Q1 2016 | $25,000 | 0.0% | 500 | +0.2% | 0.00% | 0.0% |
| Q4 2015 | $25,000 | 0.0% | 499 | +0.2% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | 0.0% | 498 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $25,000 | 0.0% | 498 | +0.2% | 0.00% | 0.0% |
| Q1 2015 | $25,000 | 0.0% | 497 | +0.2% | 0.00% | -25.0% |
| Q4 2014 | $25,000 | 0.0% | 496 | +0.2% | 0.00% | 0.0% |
| Q3 2014 | $25,000 | 0.0% | 495 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $25,000 | 0.0% | 495 | +0.2% | 0.00% | -20.0% |
| Q1 2014 | $25,000 | – | 494 | – | 0.01% | – |
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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% |