SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $422,000 | +0.7% | 8,343 | +0.7% | 0.34% | -0.9% |
| Q2 2019 | $419,000 | +3.5% | 8,285 | +2.7% | 0.35% | +4.2% |
| Q1 2019 | $405,000 | +1.5% | 8,067 | +1.0% | 0.33% | -8.5% |
| Q4 2018 | $399,000 | +1.8% | 7,989 | +1.0% | 0.36% | +12.0% |
| Q3 2018 | $392,000 | -6.7% | 7,906 | -6.5% | 0.32% | -7.4% |
| Q2 2018 | $420,000 | -0.2% | 8,452 | +0.1% | 0.35% | -3.8% |
| Q1 2018 | $421,000 | +7.9% | 8,442 | +8.4% | 0.36% | +6.4% |
| Q4 2017 | $390,000 | -6.5% | 7,788 | -5.9% | 0.34% | -10.0% |
| Q3 2017 | $417,000 | +1.7% | 8,273 | +1.8% | 0.38% | -1.3% |
| Q2 2017 | $410,000 | +36.7% | 8,126 | +36.9% | 0.39% | +32.2% |
| Q1 2017 | $300,000 | -1.3% | 5,936 | -1.6% | 0.29% | -5.2% |
| Q4 2016 | $304,000 | – | 6,030 | – | 0.31% | – |
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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% |