SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $809,000 | +79.4% | 15,912 | +80.7% | 0.05% | +51.4% |
| Q3 2021 | $451,000 | -4.7% | 8,805 | -4.7% | 0.04% | -7.9% |
| Q2 2021 | $473,000 | +7.5% | 9,237 | +7.7% | 0.04% | -2.6% |
| Q1 2021 | $440,000 | -28.3% | 8,580 | -28.2% | 0.04% | -33.9% |
| Q4 2020 | $614,000 | -52.7% | 11,956 | -52.6% | 0.06% | -57.9% |
| Q3 2020 | $1,297,000 | -85.2% | 25,199 | -85.2% | 0.14% | -86.3% |
| Q2 2020 | $8,765,000 | +8.6% | 169,766 | +8.8% | 1.02% | -1.7% |
| Q1 2020 | $8,072,000 | +2693.1% | 156,036 | +2624.6% | 1.04% | +3370.0% |
| Q4 2019 | $289,000 | -75.5% | 5,727 | -75.4% | 0.03% | -76.6% |
| Q3 2019 | $1,179,000 | -34.2% | 23,293 | -34.2% | 0.13% | -33.3% |
| Q2 2019 | $1,792,000 | -93.1% | 35,417 | -93.1% | 0.19% | -97.1% |
| Q1 2019 | $25,829,000 | +16781.7% | 514,620 | +16673.8% | 6.54% | +20350.0% |
| Q4 2018 | $153,000 | +488.5% | 3,068 | +492.3% | 0.03% | +357.1% |
| Q3 2017 | $26,000 | -99.9% | 518 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $26,000,000 | 0.0% | 518 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $26,000,000 | -36.6% | 518 | -36.4% | 0.01% | 0.0% |
| Q4 2016 | $41,000,000 | +99900.0% | 814 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $41,000 | +57.7% | 814 | +57.1% | 0.01% | -12.5% |
| Q2 2016 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | -11.1% |
| Q1 2016 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | +11.1% |
| Q3 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | +12.5% |
| Q1 2015 | $26,000 | 0.0% | 518 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $26,000 | +30.0% | 518 | +32.8% | 0.01% | +125.0% |
| Q3 2014 | $20,000 | – | 390 | – | 0.00% | – |
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% |