SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,384 | -15.8% | 9,238 | -15.5% | 0.32% | -11.2% |
| Q2 2023 | $525,414 | -44.3% | 10,932 | -43.4% | 0.36% | -46.6% |
| Q1 2023 | $943,184 | +0.4% | 19,331 | -0.7% | 0.67% | -4.3% |
| Q4 2022 | $939,427 | +0.6% | 19,474 | +0.6% | 0.70% | -1.5% |
| Q3 2022 | $934,000 | -1.7% | 19,361 | +0.3% | 0.71% | +7.1% |
| Q2 2022 | $950,000 | -1.8% | 19,306 | -1.1% | 0.66% | +31.7% |
| Q1 2022 | $967,000 | +3.9% | 19,521 | +6.6% | 0.50% | +13.5% |
| Q4 2021 | $931,000 | -16.9% | 18,315 | -16.3% | 0.44% | -19.6% |
| Q3 2021 | $1,120,000 | – | 21,881 | – | 0.55% | – |
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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% |