SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $201,000 | -30.2% | 3,924 | -30.1% | 0.02% | -33.3% |
| Q2 2021 | $288,000 | -13.8% | 5,615 | -13.7% | 0.03% | -23.3% |
| Q1 2021 | $334,000 | -26.8% | 6,506 | -26.6% | 0.04% | -44.2% |
| Q4 2020 | $456,000 | -13.0% | 8,869 | -13.0% | 0.08% | -23.8% |
| Q3 2020 | $524,000 | +86.5% | 10,190 | +86.7% | 0.10% | +60.3% |
| Q2 2020 | $281,000 | -19.5% | 5,457 | -19.1% | 0.06% | -33.0% |
| Q1 2020 | $349,000 | -4.6% | 6,742 | -7.1% | 0.09% | +4.4% |
| Q4 2019 | $366,000 | +29.3% | 7,254 | +30.1% | 0.09% | +15.4% |
| Q3 2019 | $283,000 | – | 5,576 | – | 0.08% | – |
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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% |