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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | -94.9% | 300 | -94.7% | 0.00% | -95.7% |
| Q3 2020 | $292,000 | -49.0% | 5,676 | -48.9% | 0.07% | -53.4% |
| Q2 2020 | $573,000 | -42.9% | 11,106 | -42.7% | 0.15% | -50.8% |
| Q1 2020 | $1,003,000 | +6586.7% | 19,395 | +6365.0% | 0.30% | +7425.0% |
| Q4 2019 | $15,000 | -98.7% | 300 | -98.7% | 0.00% | -98.7% |
| Q3 2019 | $1,172,000 | +29.8% | 23,170 | +29.8% | 0.30% | +30.6% |
| Q2 2019 | $903,000 | -2.5% | 17,855 | -3.2% | 0.23% | -5.0% |
| Q1 2019 | $926,000 | -63.7% | 18,450 | -63.9% | 0.24% | -64.7% |
| Q4 2018 | $2,549,000 | +223.9% | 51,079 | +221.9% | 0.68% | +236.5% |
| Q3 2018 | $787,000 | +37.6% | 15,870 | +38.0% | 0.20% | +34.4% |
| Q2 2018 | $572,000 | +27.4% | 11,501 | +27.5% | 0.15% | +26.9% |
| Q1 2018 | $449,000 | +82.5% | 9,017 | +83.6% | 0.12% | +98.3% |
| Q4 2017 | $246,000 | +106.7% | 4,910 | +108.2% | 0.06% | +93.5% |
| Q3 2017 | $119,000 | +1090.0% | 2,358 | +1115.5% | 0.03% | +933.3% |
| Q3 2016 | $10,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $10,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $10,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | – | 194 | – | 0.00% | – |
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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% |