SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,499 | +98989.1% | 1,138 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $55 | -1.8% | 1,138 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $56 | +1.8% | 1,138 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $55 | -99.9% | 1,138 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $55,000 | -1.8% | 1,138 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $56,000 | 0.0% | 1,138 | 0.0% | 0.03% | +21.7% |
| Q1 2022 | $56,000 | -3.4% | 1,138 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -14.3% |
| Q1 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $58,000 | -1.7% | 1,138 | 0.0% | 0.03% | -3.2% |
| Q3 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.03% | -16.2% |
| Q2 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.04% | -7.5% |
| Q1 2020 | $59,000 | +3.5% | 1,138 | 0.0% | 0.04% | +8.1% |
| Q4 2019 | $57,000 | -1.7% | 1,138 | 0.0% | 0.04% | -9.8% |
| Q3 2019 | $58,000 | 0.0% | 1,138 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $58,000 | +1.8% | 1,138 | 0.0% | 0.04% | -4.5% |
| Q1 2019 | $57,000 | 0.0% | 1,138 | 0.0% | 0.04% | -12.0% |
| Q4 2018 | $57,000 | +78.1% | 1,138 | +78.4% | 0.05% | +127.3% |
| Q3 2018 | $32,000 | 0.0% | 638 | 0.0% | 0.02% | +10.0% |
| Q2 2018 | $32,000 | 0.0% | 638 | -0.6% | 0.02% | -9.1% |
| Q1 2018 | $32,000 | 0.0% | 642 | 0.0% | 0.02% | -12.0% |
| Q4 2017 | $32,000 | – | 642 | – | 0.02% | – |
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% |