SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $12,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | 0.0% | 235 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $12,000 | -94.6% | 235 | -94.7% | 0.00% | -95.2% |
| Q3 2019 | $223,000 | +0.5% | 4,403 | +0.2% | 0.06% | -7.5% |
| Q2 2019 | $222,000 | +4.2% | 4,395 | +3.8% | 0.07% | -15.2% |
| Q1 2019 | $213,000 | -54.4% | 4,235 | -54.8% | 0.08% | -69.7% |
| Q1 2018 | $467,000 | -7.3% | 9,372 | -6.9% | 0.26% | -11.8% |
| Q4 2017 | $504,000 | -1.8% | 10,072 | -1.0% | 0.30% | -6.0% |
| Q3 2017 | $513,000 | -28.5% | 10,172 | -28.5% | 0.32% | -33.3% |
| Q2 2017 | $717,000 | -6.6% | 14,219 | -6.6% | 0.47% | -16.2% |
| Q1 2017 | $768,000 | +5.1% | 15,219 | +4.9% | 0.56% | -11.1% |
| Q4 2016 | $731,000 | – | 14,502 | – | 0.63% | – |
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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% |