SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 165 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $259,000 | -1.1% | 5,177 | -0.4% | 0.07% | +1.5% |
| Q3 2017 | $262,000 | 0.0% | 5,196 | 0.0% | 0.07% | -4.3% |
| Q2 2017 | $262,000 | -1.5% | 5,196 | -1.5% | 0.07% | -5.5% |
| Q1 2017 | $266,000 | -52.3% | 5,275 | -52.3% | 0.07% | -54.9% |
| Q4 2016 | $558,000 | -0.9% | 11,068 | -0.2% | 0.16% | +2.5% |
| Q3 2016 | $563,000 | -31.3% | 11,088 | -31.0% | 0.16% | -33.6% |
| Q2 2016 | $819,000 | -21.0% | 16,079 | -21.2% | 0.24% | -35.3% |
| Q1 2016 | $1,037,000 | -0.7% | 20,415 | -1.4% | 0.37% | +4.5% |
| Q4 2015 | $1,044,000 | -17.6% | 20,707 | -17.0% | 0.35% | -28.7% |
| Q3 2015 | $1,267,000 | -50.9% | 24,939 | -50.9% | 0.49% | -50.8% |
| Q2 2015 | $2,578,000 | -68.6% | 50,829 | -68.6% | 1.00% | -70.2% |
| Q1 2015 | $8,214,000 | -26.1% | 161,848 | -26.3% | 3.37% | -26.4% |
| Q4 2014 | $11,108,000 | – | 219,616 | – | 4.58% | – |
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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% |