SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $272,218 | +0.1% | 5,643 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $272,000 | -15.5% | 5,643 | -13.7% | 0.01% | 0.0% |
| Q2 2022 | $322,000 | -0.6% | 6,536 | -0.2% | 0.01% | +14.3% |
| Q1 2022 | $324,000 | -2.7% | 6,548 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $333,000 | -0.6% | 6,548 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $335,000 | -1.2% | 6,548 | -1.0% | 0.01% | +12.5% |
| Q2 2021 | $339,000 | +3.4% | 6,611 | +3.3% | 0.01% | -11.1% |
| Q1 2021 | $328,000 | -0.6% | 6,399 | -0.4% | 0.01% | -10.0% |
| Q4 2020 | $330,000 | -0.3% | 6,425 | +0.0% | 0.01% | -9.1% |
| Q3 2020 | $331,000 | +14.1% | 6,422 | +14.2% | 0.01% | +10.0% |
| Q2 2020 | $290,000 | -0.7% | 5,623 | -0.5% | 0.01% | -23.1% |
| Q1 2020 | $292,000 | +183.5% | 5,652 | +172.5% | 0.01% | +160.0% |
| Q3 2018 | $103,000 | +9.6% | 2,074 | +9.5% | 0.01% | +25.0% |
| Q1 2018 | $94,000 | -1.1% | 1,894 | +0.1% | 0.00% | 0.0% |
| Q4 2017 | $95,000 | -62.0% | 1,893 | -61.9% | 0.00% | -75.0% |
| Q4 2016 | $250,000 | – | 4,966 | – | 0.02% | – |
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% |