SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 39 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $71,000 | -1.4% | 1,425 | 0.0% | 0.05% | -2.1% |
| Q3 2015 | $72,000 | +125.0% | 1,425 | +124.4% | 0.05% | +147.4% |
| Q2 2015 | $32,000 | -57.3% | 635 | -57.2% | 0.02% | -55.8% |
| Q4 2014 | $75,000 | 0.0% | 1,485 | 0.0% | 0.04% | +10.3% |
| Q3 2014 | $75,000 | +56.2% | 1,485 | +56.3% | 0.04% | +62.5% |
| Q2 2014 | $48,000 | 0.0% | 950 | 0.0% | 0.02% | -7.7% |
| Q1 2014 | $48,000 | -55.1% | 950 | -55.3% | 0.03% | -67.5% |
| Q4 2013 | $107,000 | 0.0% | 2,125 | 0.0% | 0.08% | -14.0% |
| Q3 2013 | $107,000 | +345.8% | 2,125 | +347.4% | 0.09% | +365.0% |
| Q2 2013 | $24,000 | – | 475 | – | 0.02% | – |
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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% |