SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,637 | -83.1% | 300 | -83.3% | 0.00% | -83.3% |
| Q4 2022 | $86,832 | +520.2% | 1,800 | +500.0% | 0.01% | +500.0% |
| Q3 2022 | $14,000 | -6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -16.7% | 300 | -14.3% | 0.00% | -33.3% |
| Q2 2021 | $18,000 | -52.6% | 350 | -53.3% | 0.00% | -81.2% |
| Q1 2021 | $38,000 | -2.6% | 750 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $39,000 | +680.0% | 750 | +650.0% | 0.02% | +750.0% |
| Q3 2020 | $5,000 | -88.4% | 100 | -88.2% | 0.00% | -89.5% |
| Q4 2017 | $43,000 | – | 850 | – | 0.02% | – |
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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% |