SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $96,556 | +78.7% | 1,979 | +76.7% | 0.00% | +50.0% |
| Q4 2022 | $54,028 | -1.8% | 1,120 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | -40.9% | 1,076 | -40.5% | 0.00% | -50.0% |
| Q4 2020 | $93,000 | -2.1% | 1,808 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $95,000 | +187.9% | 1,841 | +189.9% | 0.00% | +100.0% |
| Q1 2020 | $33,000 | -70.3% | 635 | -71.2% | 0.00% | -66.7% |
| Q4 2019 | $111,000 | +32.1% | 2,208 | +33.6% | 0.01% | +20.0% |
| Q3 2019 | $84,000 | 0.0% | 1,653 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $84,000 | +2.4% | 1,653 | +0.6% | 0.01% | -16.7% |
| Q1 2019 | $82,000 | – | 1,643 | +16330.0% | 0.01% | – |
| Q4 2018 | $0 | – | 10 | – | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $104,000 | -24.6% | 2,099 | -24.2% | 0.01% | -27.3% |
| Q1 2018 | $138,000 | -22.9% | 2,768 | -22.8% | 0.01% | -31.2% |
| Q4 2017 | $179,000 | +2.3% | 3,587 | +3.6% | 0.02% | -20.0% |
| Q3 2017 | $175,000 | 0.0% | 3,463 | -0.0% | 0.02% | -13.0% |
| Q2 2017 | $175,000 | 0.0% | 3,464 | -0.3% | 0.02% | -8.0% |
| Q1 2017 | $175,000 | -59.4% | 3,475 | -59.1% | 0.02% | -69.1% |
| Q3 2016 | $431,000 | +7083.3% | 8,494 | +6641.3% | 0.08% | +8000.0% |
| Q2 2016 | $6,000 | +500.0% | 126 | +425.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | -66.7% | 24 | -61.3% | 0.00% | -100.0% |
| Q4 2013 | $3,000 | – | 62 | – | 0.00% | – |
Download | ||||||
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% |