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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,000 | -99.1% | 29 | -99.3% | 0.00% | -98.8% |
| Q4 2019 | $225,000 | +2.3% | 4,458 | +2.6% | 0.08% | -15.5% |
| Q3 2019 | $220,000 | -99.9% | 4,345 | +2.3% | 0.10% | -11.0% |
| Q2 2019 | $214,949,000 | +101291.0% | 4,249 | +0.6% | 0.11% | +23.9% |
| Q1 2019 | $212,000 | +393.0% | 4,223 | +391.6% | 0.09% | +450.0% |
| Q4 2018 | $43,000 | +138.9% | 859 | +141.3% | 0.02% | +128.6% |
| Q3 2018 | $18,000 | +20.0% | 356 | +11.6% | 0.01% | +16.7% |
| Q2 2018 | $15,000 | 0.0% | 319 | +3.9% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 307 | +0.3% | 0.01% | -14.3% |
| Q4 2017 | $15,000 | +15.4% | 306 | +18.6% | 0.01% | +40.0% |
| Q3 2017 | $13,000 | +30.0% | 258 | +32.3% | 0.01% | -16.7% |
| Q2 2017 | $10,000 | +25.0% | 195 | +18.9% | 0.01% | +20.0% |
| Q1 2017 | $8,000 | – | 164 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |