SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,244 | -4.0% | 17,774 | -3.7% | 0.09% | -6.4% |
| Q2 2023 | $886,930 | +634.4% | 18,454 | +645.6% | 0.09% | +1242.9% |
| Q1 2023 | $120,766 | +22.8% | 2,475 | +21.4% | 0.01% | +16.7% |
| Q4 2022 | $98,306 | -66.7% | 2,038 | -66.7% | 0.01% | -70.0% |
| Q3 2022 | $295,000 | +28.8% | 6,113 | +31.0% | 0.02% | +33.3% |
| Q2 2022 | $229,000 | +83.2% | 4,667 | +84.4% | 0.02% | +87.5% |
| Q1 2022 | $125,000 | -35.9% | 2,531 | -34.1% | 0.01% | -33.3% |
| Q4 2021 | $195,000 | +23.4% | 3,840 | +24.2% | 0.01% | +9.1% |
| Q3 2021 | $158,000 | -0.6% | 3,091 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $159,000 | -52.5% | 3,116 | -53.2% | 0.01% | -85.9% |
| Q3 2017 | $335,000 | – | 6,654 | – | 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% |