SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $73,000 | -2.7% | 1,452 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $75,000 | +200.0% | 1,473 | +194.0% | 0.00% | +300.0% |
| Q2 2021 | $25,000 | -3.8% | 501 | -4.6% | 0.00% | -50.0% |
| Q1 2021 | $26,000 | -60.0% | 525 | -59.1% | 0.00% | -50.0% |
| Q4 2020 | $65,000 | -1.5% | 1,283 | -0.9% | 0.00% | -20.0% |
| Q3 2020 | $66,000 | -86.3% | 1,295 | -86.2% | 0.01% | -87.5% |
| Q2 2020 | $483,000 | +448.9% | 9,355 | +445.2% | 0.04% | +344.4% |
| Q1 2020 | $88,000 | -25.4% | 1,716 | -26.8% | 0.01% | 0.0% |
| Q4 2019 | $118,000 | -60.4% | 2,344 | -60.2% | 0.01% | -65.4% |
| Q3 2019 | $298,000 | -2.3% | 5,895 | -2.5% | 0.03% | -3.7% |
| Q2 2019 | $305,000 | +5.9% | 6,045 | +5.2% | 0.03% | 0.0% |
| Q1 2019 | $288,000 | +21.5% | 5,746 | +20.7% | 0.03% | +3.8% |
| Q4 2018 | $237,000 | -0.8% | 4,762 | -1.6% | 0.03% | +4.0% |
| Q3 2018 | $239,000 | – | 4,840 | – | 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% |