SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,223 | -0.4% | 297 | 0.0% | 0.00% | – |
| Q2 2023 | $14,273 | -1.5% | 297 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $14,490 | -45.6% | 297 | -46.2% | 0.00% | 0.0% |
| Q4 2022 | $26,628 | +90.2% | 552 | +85.9% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -22.2% | 297 | -20.2% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | 0.0% | 372 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | 0.0% | 372 | +4.5% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 356 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | -64.0% | 356 | -63.5% | 0.00% | -66.7% |
| Q1 2021 | $50,000 | -16.7% | 976 | -16.4% | 0.00% | -25.0% |
| Q4 2020 | $60,000 | 0.0% | 1,168 | +0.2% | 0.00% | 0.0% |
| Q3 2020 | $60,000 | 0.0% | 1,166 | +0.1% | 0.00% | -20.0% |
| Q2 2020 | $60,000 | -65.9% | 1,165 | -65.9% | 0.01% | -68.8% |
| Q1 2020 | $176,000 | -99.0% | 3,419 | -99.1% | 0.02% | -98.8% |
| Q4 2019 | $18,237,000 | +7.2% | 361,272 | +7.4% | 1.34% | +1.3% |
| Q3 2019 | $17,011,000 | +9.1% | 336,253 | +9.1% | 1.33% | +10.1% |
| Q2 2019 | $15,597,000 | +4.3% | 308,305 | +3.4% | 1.20% | +0.6% |
| Q1 2019 | $14,961,000 | +4.9% | 298,087 | +4.3% | 1.20% | -5.8% |
| Q4 2018 | $14,257,000 | +89.3% | 285,670 | +88.0% | 1.27% | +116.9% |
| Q3 2018 | $7,531,000 | +7.4% | 151,933 | +7.8% | 0.59% | -0.3% |
| Q2 2018 | $7,010,000 | – | 140,949 | – | 0.59% | – |
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% |