SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $596,897 | -67.2% | 12,234 | -67.5% | 0.12% | -70.1% |
| Q4 2022 | $1,818,359 | -3.7% | 37,694 | -3.7% | 0.40% | -3.3% |
| Q3 2022 | $1,889,000 | -6.1% | 39,144 | -4.3% | 0.42% | -0.2% |
| Q2 2022 | $2,011,000 | +61.0% | 40,890 | +68.1% | 0.42% | +16.3% |
| Q4 2020 | $1,249,000 | +11.6% | 24,323 | +11.8% | 0.36% | -3.7% |
| Q3 2020 | $1,119,000 | +57.4% | 21,763 | +58.0% | 0.38% | +21.0% |
| Q1 2020 | $711,000 | -31.3% | 13,771 | -32.8% | 0.31% | -13.9% |
| Q4 2019 | $1,035,000 | -3.4% | 20,499 | -3.2% | 0.36% | -10.4% |
| Q3 2019 | $1,071,000 | -13.6% | 21,166 | -13.7% | 0.40% | -14.8% |
| Q2 2019 | $1,240,000 | +2.5% | 24,520 | +1.7% | 0.47% | +0.9% |
| Q1 2019 | $1,210,000 | +5.0% | 24,107 | +4.4% | 0.47% | -7.0% |
| Q4 2018 | $1,152,000 | – | 23,091 | – | 0.50% | – |
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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% |