SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 63 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,097,256 | +7874.2% | 920,803 | +8250.4% | 2.28% | +2071.4% |
| Q1 2019 | $553,000 | -30.6% | 11,027 | -31.0% | 0.10% | -39.0% |
| Q4 2018 | $797,000 | -88.5% | 15,976 | -88.6% | 0.17% | -88.4% |
| Q3 2018 | $6,955,000 | +255.8% | 140,316 | +257.1% | 1.48% | +232.5% |
| Q2 2018 | $1,955,000 | +714.6% | 39,298 | +717.5% | 0.45% | +607.9% |
| Q1 2018 | $240,000 | -65.5% | 4,807 | -65.1% | 0.06% | -61.8% |
| Q3 2017 | $695,000 | -84.7% | 13,787 | -84.7% | 0.16% | -86.9% |
| Q2 2017 | $4,533,000 | +932.6% | 89,901 | +933.5% | 1.26% | +1080.4% |
| Q1 2017 | $439,000 | -65.2% | 8,699 | -65.2% | 0.11% | -69.0% |
| Q4 2016 | $1,262,000 | -68.7% | 25,021 | -68.5% | 0.34% | -58.4% |
| Q3 2016 | $4,032,000 | +183.1% | 79,389 | +184.1% | 0.83% | +107.0% |
| Q2 2016 | $1,424,000 | +13.3% | 27,947 | +13.0% | 0.40% | -43.1% |
| Q3 2015 | $1,257,000 | -11.0% | 24,742 | -11.3% | 0.70% | -61.5% |
| Q3 2014 | $1,413,000 | +98.7% | 27,893 | +98.1% | 1.83% | +155.5% |
| Q2 2014 | $711,000 | – | 14,078 | – | 0.72% | – |
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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% |