SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,963,317 | -0.3% | 312,452 | +0.1% | 1.83% | +1.0% |
| Q2 2023 | $15,007,607 | -0.4% | 312,268 | +1.1% | 1.82% | -8.7% |
| Q1 2023 | $15,068,000 | +7.7% | 308,834 | +6.5% | 1.99% | -1.2% |
| Q4 2022 | $13,988,795 | +3919.8% | 289,983 | +4135.2% | 2.02% | +4187.2% |
| Q4 2021 | $348,000 | -47.8% | 6,847 | -47.4% | 0.05% | -49.5% |
| Q3 2021 | $667,000 | -1.3% | 13,029 | -1.3% | 0.09% | -13.9% |
| Q2 2021 | $676,000 | -1.0% | 13,194 | -0.9% | 0.11% | -1.8% |
| Q1 2021 | $683,000 | -7.1% | 13,320 | -6.8% | 0.11% | -12.7% |
| Q4 2020 | $735,000 | -3.8% | 14,294 | -3.6% | 0.13% | -14.9% |
| Q3 2020 | $764,000 | -2.6% | 14,827 | -2.4% | 0.15% | -10.3% |
| Q2 2020 | $784,000 | -62.5% | 15,190 | -62.4% | 0.16% | -70.2% |
| Q1 2020 | $2,088,000 | -0.8% | 40,357 | -3.2% | 0.55% | +15.2% |
| Q4 2019 | $2,105,000 | +3.5% | 41,691 | +3.8% | 0.48% | -1.0% |
| Q3 2019 | $2,033,000 | -1.4% | 40,179 | -1.4% | 0.49% | -3.4% |
| Q2 2019 | $2,061,000 | +11.7% | 40,746 | +10.8% | 0.50% | +9.1% |
| Q1 2019 | $1,845,000 | +2.9% | 36,762 | +2.3% | 0.46% | -9.6% |
| Q4 2018 | $1,793,000 | +10.8% | 35,920 | +10.0% | 0.51% | +28.5% |
| Q3 2018 | $1,618,000 | -16.7% | 32,646 | -15.1% | 0.40% | -66.4% |
| Q1 2014 | $1,943,000 | -10.0% | 38,439 | -10.0% | 1.18% | -22.4% |
| Q4 2013 | $2,158,000 | – | 42,725 | – | 1.52% | – |
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% |