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 | $402,396 | +1.4% | 8,403 | +1.8% | 0.06% | +5.6% |
| Q2 2023 | $396,807 | +7.0% | 8,257 | +8.6% | 0.05% | -3.6% |
| Q1 2023 | $370,975 | -96.7% | 7,604 | -96.8% | 0.06% | -96.4% |
| Q3 2022 | $11,362,000 | +1778.0% | 235,444 | +1812.0% | 1.56% | +1164.2% |
| Q2 2022 | $605,000 | +181.4% | 12,314 | +183.3% | 0.12% | +241.7% |
| Q1 2022 | $215,000 | +2.9% | 4,346 | +5.8% | 0.04% | +5.9% |
| Q4 2021 | $209,000 | -3.7% | 4,109 | -2.9% | 0.03% | -19.0% |
| Q2 2021 | $217,000 | -94.3% | 4,230 | -94.4% | 0.04% | -98.0% |
| Q4 2018 | $3,800,000 | +924.3% | 76,147 | +922.5% | 2.05% | +571.8% |
| Q1 2018 | $371,000 | – | 7,447 | – | 0.30% | – |
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% |