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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,908,000 | -7.6% | 36,877 | -9.8% | 0.38% | +4.5% |
| Q4 2019 | $2,065,000 | +7.2% | 40,898 | +7.4% | 0.36% | -2.4% |
| Q3 2019 | $1,927,000 | -7.0% | 38,091 | -6.9% | 0.37% | -8.5% |
| Q2 2019 | $2,071,000 | +14.7% | 40,935 | +13.8% | 0.40% | +6.6% |
| Q1 2019 | $1,805,000 | +38.4% | 35,959 | +37.6% | 0.38% | +18.9% |
| Q4 2018 | $1,304,000 | +40.2% | 26,128 | +39.2% | 0.32% | +53.9% |
| Q3 2018 | $930,000 | +16.8% | 18,766 | +17.3% | 0.21% | +8.4% |
| Q2 2018 | $796,000 | +167.1% | 16,000 | +167.6% | 0.19% | +91.9% |
| Q1 2018 | $298,000 | – | 5,978 | – | 0.10% | – |
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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% |