SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $226,000 | -3.0% | 4,422 | -2.9% | 0.06% | -3.3% |
| Q2 2021 | $233,000 | -4.1% | 4,552 | -3.8% | 0.06% | +1.7% |
| Q1 2021 | $243,000 | 0.0% | 4,730 | 0.0% | 0.06% | -13.2% |
| Q4 2020 | $243,000 | -2.8% | 4,730 | -2.6% | 0.07% | -19.0% |
| Q3 2020 | $250,000 | -15.0% | 4,856 | -14.8% | 0.08% | -16.0% |
| Q2 2020 | $294,000 | -21.4% | 5,697 | -21.2% | 0.10% | -27.0% |
| Q1 2020 | $374,000 | -67.3% | 7,228 | -68.1% | 0.14% | -59.8% |
| Q4 2019 | $1,143,000 | +18.6% | 22,648 | +18.9% | 0.34% | +13.7% |
| Q3 2019 | $964,000 | +2.3% | 19,053 | +2.3% | 0.30% | -8.8% |
| Q2 2019 | $942,000 | +23.9% | 18,629 | +23.0% | 0.33% | +14.6% |
| Q1 2019 | $760,000 | -12.8% | 15,141 | -13.3% | 0.29% | -23.9% |
| Q4 2018 | $872,000 | -12.6% | 17,461 | -13.2% | 0.38% | -40.3% |
| Q3 2018 | $998,000 | +57.4% | 20,127 | +57.9% | 0.63% | +50.1% |
| Q2 2018 | $634,000 | -51.4% | 12,746 | -51.3% | 0.42% | +14.4% |
| Q1 2018 | $1,304,000 | +73.2% | 26,180 | +74.0% | 0.37% | -15.4% |
| Q4 2017 | $753,000 | +29.2% | 15,049 | +30.2% | 0.44% | +15.7% |
| Q3 2017 | $583,000 | +22.2% | 11,558 | +22.3% | 0.38% | +20.1% |
| Q2 2017 | $477,000 | +30.3% | 9,454 | +30.2% | 0.31% | +25.2% |
| Q1 2017 | $366,000 | +71.0% | 7,262 | +71.0% | 0.25% | +71.2% |
| Q4 2016 | $214,000 | – | 4,248 | – | 0.15% | – |
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% |