SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,867,000 | -50.2% | 113,922 | -50.1% | 1.79% | -44.2% |
| Q2 2020 | $11,781,000 | +18.2% | 228,188 | +18.5% | 3.21% | +11.3% |
| Q1 2020 | $9,965,000 | -31.5% | 192,644 | -33.2% | 2.89% | -10.2% |
| Q4 2019 | $14,548,000 | -22.6% | 288,187 | -22.4% | 3.22% | -31.9% |
| Q3 2019 | $18,789,000 | -20.1% | 371,405 | -20.1% | 4.72% | -6.4% |
| Q2 2019 | $23,520,000 | -27.8% | 464,920 | -28.3% | 5.05% | -29.2% |
| Q1 2019 | $32,560,000 | -2.0% | 648,739 | -2.5% | 7.13% | -5.9% |
| Q4 2018 | $33,208,000 | +83.1% | 665,363 | +81.9% | 7.57% | +68.6% |
| Q3 2018 | $18,132,000 | +42.5% | 365,783 | +43.0% | 4.49% | +35.8% |
| Q2 2018 | $12,726,000 | -2.2% | 255,847 | -2.0% | 3.31% | -1.8% |
| Q1 2018 | $13,018,000 | – | 261,198 | – | 3.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |