SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,107,000 | -0.3% | 62,040 | +0.3% | 3.90% | -4.9% |
| Q3 2017 | $3,117,000 | +6.9% | 61,849 | +6.9% | 4.11% | +1.4% |
| Q2 2017 | $2,917,000 | +25.5% | 57,858 | +25.6% | 4.05% | +42.1% |
| Q1 2017 | $2,325,000 | +27.5% | 46,076 | +27.4% | 2.85% | +45.8% |
| Q4 2016 | $1,824,000 | +6.0% | 36,168 | +6.7% | 1.96% | +6.9% |
| Q3 2016 | $1,721,000 | +79.8% | 33,894 | +80.5% | 1.83% | +86.3% |
| Q2 2016 | $957,000 | +8.4% | 18,779 | +7.3% | 0.98% | +18.9% |
| Q2 2013 | $883,000 | – | 17,500 | – | 0.82% | – |
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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% |