SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,896,217 | -32.7% | 39,455 | -31.7% | 0.62% | -35.6% |
| Q1 2023 | $2,816,936 | +9.2% | 57,736 | +8.0% | 0.96% | +1.5% |
| Q4 2022 | $2,578,562 | -2.7% | 53,453 | -2.6% | 0.94% | -8.4% |
| Q3 2022 | $2,649,000 | +160.7% | 54,900 | +165.7% | 1.03% | +174.7% |
| Q2 2022 | $1,016,000 | -6.9% | 20,664 | -6.2% | 0.38% | +5.6% |
| Q1 2022 | $1,091,000 | +1.3% | 22,026 | +4.0% | 0.36% | +6.3% |
| Q4 2021 | $1,077,000 | -0.6% | 21,174 | +0.1% | 0.33% | -5.1% |
| Q3 2021 | $1,083,000 | +7.2% | 21,152 | +7.2% | 0.35% | +5.1% |
| Q2 2021 | $1,010,000 | +5.6% | 19,726 | +5.9% | 0.34% | -7.2% |
| Q1 2021 | $956,000 | -60.5% | 18,635 | -60.5% | 0.36% | -62.2% |
| Q4 2020 | $2,423,000 | +2.8% | 47,148 | +3.0% | 0.96% | -5.6% |
| Q3 2020 | $2,358,000 | +16.3% | 45,791 | +16.6% | 1.01% | +9.3% |
| Q2 2020 | $2,027,000 | +152.4% | 39,264 | +152.9% | 0.93% | +116.4% |
| Q1 2020 | $803,000 | +5.1% | 15,527 | +2.6% | 0.43% | +25.5% |
| Q4 2019 | $764,000 | +4.7% | 15,134 | +4.9% | 0.34% | -2.8% |
| Q3 2019 | $730,000 | +3.4% | 14,428 | +3.5% | 0.35% | +1.4% |
| Q2 2019 | $706,000 | +17.1% | 13,945 | +16.0% | 0.35% | +8.1% |
| Q1 2019 | $603,000 | -1.1% | 12,020 | -1.7% | 0.32% | -12.1% |
| Q4 2018 | $610,000 | +3.6% | 12,224 | +2.8% | 0.36% | +13.4% |
| Q3 2018 | $589,000 | +20.4% | 11,891 | +20.9% | 0.32% | +13.4% |
| Q2 2018 | $489,000 | +16.7% | 9,833 | +17.1% | 0.28% | +44.4% |
| Q1 2018 | $419,000 | -8.9% | 8,399 | -10.5% | 0.20% | -14.0% |
| Q4 2017 | $460,000 | -8.0% | 9,380 | -6.6% | 0.23% | +79.5% |
| Q3 2017 | $500,000 | +114.6% | 10,038 | +113.7% | 0.13% | -3.1% |
| Q2 2017 | $233,000 | +11.0% | 4,698 | +10.9% | 0.13% | +8.3% |
| Q1 2017 | $210,000 | -70.4% | 4,238 | -69.9% | 0.12% | -76.8% |
| Q4 2016 | $710,000 | – | 14,100 | – | 0.52% | – |
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% |