SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $260,000 | -99.9% | 5,059 | -38.1% | 0.06% | -51.3% |
| Q1 2020 | $423,012,000 | +29.7% | 8,177 | +26.6% | 0.12% | +50.6% |
| Q4 2019 | $326,035,000 | +4.7% | 6,459 | +5.0% | 0.08% | -14.1% |
| Q3 2019 | $311,282,000 | +103315.9% | 6,153 | +3.5% | 0.09% | -8.0% |
| Q2 2019 | $301,000 | -99.9% | 5,946 | +3.1% | 0.10% | -4.8% |
| Q1 2019 | $289,595,000 | +16945.0% | 5,770 | -83.2% | 0.10% | -75.6% |
| Q3 2018 | $1,699,000 | -5.3% | 34,278 | -5.1% | 0.43% | -4.2% |
| Q2 2018 | $1,795,000 | -32.1% | 36,133 | -32.1% | 0.45% | -50.9% |
| Q1 2018 | $2,643,000 | +349.5% | 53,250 | +352.2% | 0.92% | +379.6% |
| Q4 2017 | $588,000 | -16.6% | 11,777 | -16.1% | 0.19% | -3.0% |
| Q3 2017 | $705,000 | +3.2% | 14,031 | +3.7% | 0.20% | -0.5% |
| Q2 2017 | $683,000 | +64.6% | 13,532 | +64.6% | 0.20% | +37.5% |
| Q1 2017 | $415,000 | +400.0% | 8,220 | +405.2% | 0.14% | +311.4% |
| Q3 2016 | $83,000 | +4050.0% | 1,627 | +5323.3% | 0.04% | +3400.0% |
| Q2 2016 | $2,000 | – | 30 | – | 0.00% | – |
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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% |