SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,724,547 | -3.9% | 36,011 | -3.6% | 1.49% | -0.5% |
| Q2 2023 | $1,795,449 | -4.4% | 37,358 | -2.9% | 1.50% | -19.8% |
| Q1 2023 | $1,877,197 | -0.7% | 38,475 | -1.8% | 1.87% | +2.6% |
| Q4 2022 | $1,890,285 | -47.7% | 39,185 | -47.7% | 1.82% | -49.5% |
| Q3 2022 | $3,617,000 | +2.4% | 74,941 | +4.4% | 3.60% | +0.3% |
| Q2 2022 | $3,532,000 | +146.8% | 71,806 | +148.6% | 3.59% | +160.2% |
| Q1 2022 | $1,431,000 | -16.7% | 28,881 | -14.5% | 1.38% | -15.5% |
| Q4 2021 | $1,717,000 | – | 33,761 | – | 1.63% | – |
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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% |