SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $268,000 | -64.5% | 5,395 | -64.2% | 0.19% | -54.7% |
| Q4 2017 | $755,000 | +27.1% | 15,090 | +27.8% | 0.41% | +18.7% |
| Q3 2017 | $594,000 | +8.2% | 11,806 | +8.6% | 0.35% | +3.6% |
| Q2 2017 | $549,000 | +22.3% | 10,876 | +22.3% | 0.34% | +2.8% |
| Q1 2017 | $449,000 | +44.4% | 8,896 | +44.0% | 0.33% | +31.3% |
| Q4 2016 | $311,000 | – | 6,178 | – | 0.25% | – |
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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% |