SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $13,004,000 | -7.5% | 253,046 | -7.3% | 7.72% | -20.2% |
| Q3 2020 | $14,060,000 | -3.4% | 273,024 | -3.2% | 9.68% | -42.7% |
| Q2 2020 | $14,555,000 | +0.5% | 281,910 | +0.7% | 16.90% | -25.4% |
| Q1 2020 | $14,482,000 | +1025.3% | 279,962 | +998.1% | 22.67% | +1895.9% |
| Q4 2019 | $1,287,000 | +19.9% | 25,494 | +20.2% | 1.14% | +6.6% |
| Q3 2019 | $1,073,000 | +3.1% | 21,212 | +3.1% | 1.07% | +10.0% |
| Q2 2019 | $1,041,000 | +194.1% | 20,581 | +191.8% | 0.97% | +289.2% |
| Q1 2019 | $354,000 | +35.1% | 7,054 | +34.4% | 0.25% | +20.3% |
| Q4 2018 | $262,000 | – | 5,249 | – | 0.21% | – |
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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% |