SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,937 | -1.0% | 646 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $31,260 | -0.8% | 646 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $31,518 | +1.1% | 646 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $31,163 | +0.5% | 646 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $31,000 | -16.2% | 646 | -13.4% | 0.02% | -12.0% |
| Q2 2022 | $37,000 | 0.0% | 746 | 0.0% | 0.02% | +13.6% |
| Q1 2022 | $37,000 | -2.6% | 746 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | +4.5% |
| Q2 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -10.7% |
| Q3 2020 | $38,000 | -2.6% | 746 | 0.0% | 0.03% | -3.4% |
| Q2 2020 | $39,000 | 0.0% | 746 | 0.0% | 0.03% | -14.7% |
| Q1 2020 | $39,000 | +2.6% | 746 | 0.0% | 0.03% | +25.9% |
| Q4 2019 | $38,000 | 0.0% | 746 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $38,000 | 0.0% | 746 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $38,000 | +2.7% | 746 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $37,000 | +60.9% | 746 | +60.4% | 0.03% | +47.4% |
| Q4 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | +11.8% |
| Q3 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -17.4% |
| Q2 2017 | $23,000 | -81.0% | 465 | -80.6% | 0.02% | -78.3% |
| Q1 2017 | $121,000 | 0.0% | 2,397 | 0.0% | 0.11% | -4.5% |
| Q4 2016 | $121,000 | -0.8% | 2,397 | 0.0% | 0.11% | -5.1% |
| Q3 2016 | $122,000 | 0.0% | 2,397 | 0.0% | 0.12% | -4.1% |
| Q2 2016 | $122,000 | -81.3% | 2,397 | -81.4% | 0.12% | -81.1% |
| Q1 2016 | $653,000 | +0.8% | 12,856 | 0.0% | 0.65% | -0.8% |
| Q4 2015 | $648,000 | -0.8% | 12,856 | 0.0% | 0.65% | -2.7% |
| Q3 2015 | $653,000 | +0.2% | 12,856 | 0.0% | 0.67% | +10.2% |
| Q2 2015 | $652,000 | 0.0% | 12,856 | 0.0% | 0.61% | -2.4% |
| Q1 2015 | $652,000 | +0.3% | 12,856 | 0.0% | 0.62% | -1.9% |
| Q4 2014 | $650,000 | – | 12,856 | – | 0.64% | – |
Download | ||||||
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% |