SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,728 | -9.1% | 9,182 | -7.4% | 0.41% | -15.0% |
| Q1 2023 | $483,662 | +3.7% | 9,913 | +2.5% | 0.49% | -1.8% |
| Q4 2022 | $466,563 | +0.3% | 9,672 | +0.5% | 0.50% | -8.2% |
| Q3 2022 | $465,000 | +3.6% | 9,627 | +5.4% | 0.54% | +7.2% |
| Q2 2022 | $449,000 | +14.5% | 9,130 | +13.4% | 0.50% | +24.5% |
| Q1 2022 | $392,000 | +2.3% | 8,051 | +7.0% | 0.40% | +10.4% |
| Q4 2021 | $383,000 | – | 7,523 | – | 0.37% | – |
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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% |