SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151 | +52.5% | 3,161 | +53.4% | 0.01% | +33.3% |
| Q2 2023 | $99 | -2.0% | 2,061 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $101 | -12.9% | 2,061 | -14.2% | 0.01% | -14.3% |
| Q4 2022 | $116 | -100.0% | 2,402 | -87.4% | 0.01% | -88.1% |
| Q4 2021 | $968,000 | -1.4% | 19,035 | -0.7% | 0.06% | -7.8% |
| Q3 2021 | $982,000 | +1.3% | 19,175 | +1.3% | 0.06% | -1.5% |
| Q2 2021 | $969,000 | +3.4% | 18,921 | +3.6% | 0.06% | 0.0% |
| Q1 2021 | $937,000 | +31.6% | 18,267 | +31.8% | 0.06% | +3.2% |
| Q4 2020 | $712,000 | +24.0% | 13,858 | +24.4% | 0.06% | +14.5% |
| Q3 2020 | $574,000 | – | 11,142 | – | 0.06% | – |
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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% |