SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,714 | +14.8% | 7,908 | +15.2% | 0.06% | +16.1% |
| Q2 2023 | $329,788 | -7.1% | 6,862 | -5.7% | 0.06% | -8.2% |
| Q1 2023 | $355,045 | -4.5% | 7,277 | -5.6% | 0.06% | -7.6% |
| Q4 2022 | $371,786 | +7.1% | 7,707 | +7.2% | 0.07% | 0.0% |
| Q3 2022 | $347,000 | +52.9% | 7,191 | +55.8% | 0.07% | +61.0% |
| Q2 2022 | $227,000 | +144.1% | 4,616 | +149.9% | 0.04% | +2.5% |
| Q2 2019 | $93,000 | -45.3% | 1,847 | -45.6% | 0.04% | -47.4% |
| Q1 2019 | $170,000 | +240.0% | 3,394 | +239.4% | 0.08% | +204.0% |
| Q4 2018 | $50,000 | +92.3% | 1,000 | +90.5% | 0.02% | +108.3% |
| Q3 2018 | $26,000 | +160.0% | 525 | +162.5% | 0.01% | +140.0% |
| Q2 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $10,000 | – | 200 | – | 0.01% | – |
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% |