SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 237 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |