SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 39 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $270,000 | -51.4% | 5,361 | -51.3% | 0.01% | -53.3% |
| Q1 2017 | $556,000 | +37.3% | 11,012 | +38.0% | 0.02% | +50.0% |
| Q3 2016 | $405,000 | -31.7% | 7,979 | -31.5% | 0.01% | -16.7% |
| Q2 2016 | $593,000 | -77.6% | 11,644 | -77.6% | 0.01% | -83.8% |
| Q1 2016 | $2,642,000 | +847.0% | 51,988 | +841.5% | 0.07% | +1380.0% |
| Q4 2015 | $279,000 | +8.1% | 5,522 | +8.3% | 0.01% | +66.7% |
| Q1 2014 | $258,000 | -44.2% | 5,097 | -44.2% | 0.00% | -40.0% |
| Q4 2013 | $462,000 | -23.1% | 9,138 | -23.1% | 0.01% | -37.5% |
| Q3 2013 | $601,000 | – | 11,888 | – | 0.01% | – |
Download | ||||||
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% |