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 | $4,071 | -50.8% | 85 | -50.6% | 0.00% | – |
Q2 2023 | $8,266 | -27.9% | 172 | -26.8% | 0.00% | – |
Q1 2023 | $11,466 | -53.5% | 235 | -54.0% | 0.00% | – |
Q4 2022 | $24,651 | +516.3% | 511 | +467.8% | 0.00% | – |
Q3 2022 | $4,000 | +33.3% | 90 | +57.9% | 0.00% | – |
Q2 2022 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | -40.0% | 57 | -37.4% | 0.00% | – |
Q2 2021 | $5,000 | -99.8% | 91 | +82.0% | 0.00% | – |
Q1 2021 | $2,566,000 | +256500.0% | 50 | +100.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q3 2019 | $1,000 | -66.7% | 25 | -64.3% | 0.00% | – |
Q2 2019 | $3,000 | -94.1% | 70 | -93.2% | 0.00% | -100.0% |
Q3 2018 | $51,000 | -59.5% | 1,026 | -59.5% | 0.00% | -75.0% |
Q2 2018 | $126,000 | +117.2% | 2,535 | +116.9% | 0.01% | +100.0% |
Q1 2018 | $58,000 | +205.3% | 1,169 | +199.7% | 0.00% | +300.0% |
Q4 2017 | $19,000 | -42.4% | 390 | -40.5% | 0.00% | -66.7% |
Q3 2017 | $33,000 | 0.0% | 656 | 0.0% | 0.00% | -25.0% |
Q2 2017 | $33,000 | 0.0% | 656 | 0.0% | 0.00% | -20.0% |
Q1 2017 | $33,000 | – | 656 | – | 0.01% | – |
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% |