Waterloo Capital, L.P. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$267,944
-0.3%
5,595
+0.0%
0.08%0.0%
Q2 2023$268,835
-13.9%
5,594
-12.6%
0.08%
-18.6%
Q1 2023$312,220
-78.5%
6,399
-77.2%
0.10%
-90.6%
Q1 2020$1,451,00028,0561.03%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 405,662$20,453,00017.75%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 733,572$36,987,00013.52%
Corrigan Financial, Inc. 232,881$11,741,86210.89%
Smart Portfolios, LLC 199,229$10,045,00010.81%
Quantum Capital Management, LLC / NJ 377,789$19,048,0005.81%
SFMG, LLC 543,822$27,419,0005.69%
Carlton Hofferkamp & Jenks Wealth Management, LLC 160,464$8,090,0005.49%
JUNCTURE WEALTH STRATEGIES, LLC 178,394$8,995,0005.16%
PRING TURNER CAPITAL GROUP INC 94,510$4,765,0004.83%
Eagle Capital Management, LLC 152,153$7,672,0004.57%
View complete list of SCHWAB STRATEGIC TR shareholders