SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359 | -0.3% | 7,500 | 0.0% | 0.17% | +5.5% |
| Q2 2023 | $360 | -1.6% | 7,500 | 0.0% | 0.16% | -9.3% |
| Q1 2023 | $366 | +1.1% | 7,500 | 0.0% | 0.18% | -8.5% |
| Q4 2022 | $362 | -99.9% | 7,500 | 0.0% | 0.20% | -4.3% |
| Q3 2022 | $362,000 | -1.9% | 7,500 | 0.0% | 0.21% | +3.0% |
| Q2 2022 | $369,000 | -0.8% | 7,500 | 0.0% | 0.20% | +18.8% |
| Q1 2022 | $372,000 | -2.4% | 7,500 | 0.0% | 0.17% | +6.9% |
| Q4 2021 | $381,000 | -0.8% | 7,500 | 0.0% | 0.16% | -11.7% |
| Q3 2021 | $384,000 | 0.0% | 7,500 | 0.0% | 0.18% | +4.0% |
| Q2 2021 | $384,000 | -0.3% | 7,500 | 0.0% | 0.17% | -8.0% |
| Q1 2021 | $385,000 | 0.0% | 7,500 | 0.0% | 0.19% | -3.1% |
| Q4 2020 | $385,000 | -0.3% | 7,500 | 0.0% | 0.19% | -10.2% |
| Q3 2020 | $386,000 | -21.2% | 7,500 | -21.1% | 0.22% | -31.9% |
| Q2 2020 | $490,000 | +26.3% | 9,500 | +26.7% | 0.32% | +1.9% |
| Q1 2020 | $388,000 | +2.4% | 7,500 | 0.0% | 0.31% | +25.4% |
| Q4 2019 | $379,000 | 0.0% | 7,500 | 0.0% | 0.25% | -9.5% |
| Q3 2019 | $379,000 | +49.8% | 7,500 | +50.0% | 0.27% | +47.3% |
| Q2 2019 | $253,000 | +0.8% | 5,000 | 0.0% | 0.19% | +1.1% |
| Q1 2019 | $251,000 | +0.4% | 5,000 | 0.0% | 0.18% | -10.7% |
| Q4 2018 | $250,000 | – | 5,000 | – | 0.21% | – |
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% |