SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $4,070,000 | +2.4% | 81,653 | +2.8% | 2.78% | +7.7% |
| Q4 2017 | $3,973,000 | -31.2% | 79,411 | -30.7% | 2.58% | -35.0% |
| Q3 2017 | $5,777,000 | +22.3% | 114,622 | +22.4% | 3.98% | +14.0% |
| Q2 2017 | $4,722,000 | -8.0% | 93,663 | -7.9% | 3.49% | -8.3% |
| Q1 2017 | $5,131,000 | +5.6% | 101,678 | +5.5% | 3.81% | -1.1% |
| Q4 2016 | $4,858,000 | -10.2% | 96,344 | -9.5% | 3.85% | -11.9% |
| Q3 2016 | $5,408,000 | +89.4% | 106,487 | +90.1% | 4.37% | +89.4% |
| Q2 2016 | $2,855,000 | +24.8% | 56,024 | +24.4% | 2.31% | +22.7% |
| Q1 2016 | $2,288,000 | +29.5% | 45,044 | +28.6% | 1.88% | +23.3% |
| Q4 2015 | $1,767,000 | -33.8% | 35,029 | -33.4% | 1.52% | -37.8% |
| Q3 2015 | $2,670,000 | -8.8% | 52,560 | -9.0% | 2.45% | -4.0% |
| Q2 2015 | $2,929,000 | -37.9% | 57,766 | -37.9% | 2.55% | -36.8% |
| Q1 2015 | $4,719,000 | -57.4% | 92,993 | -57.5% | 4.04% | -13.3% |
| Q4 2014 | $11,068,000 | +62.1% | 218,808 | +62.1% | 4.66% | -20.0% |
| Q3 2014 | $6,827,000 | -7.1% | 134,991 | -7.0% | 5.83% | -9.1% |
| Q2 2014 | $7,350,000 | +13.3% | 145,197 | +13.2% | 6.41% | +4.4% |
| Q1 2014 | $6,486,000 | – | 128,303 | – | 6.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |