SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,152,138 | -0.4% | 24,058 | 0.0% | 0.56% | +3.2% |
| Q2 2023 | $1,156,228 | -19.8% | 24,058 | -18.6% | 0.54% | -20.9% |
| Q1 2023 | $1,442,135 | +1.1% | 29,558 | 0.0% | 0.68% | -4.4% |
| Q4 2022 | $1,425,878 | -0.0% | 29,558 | 0.0% | 0.71% | 0.0% |
| Q3 2022 | $1,426,000 | -27.6% | 29,558 | -26.2% | 0.71% | -36.4% |
| Q2 2022 | $1,970,000 | -0.7% | 40,058 | 0.0% | 1.12% | +10.1% |
| Q1 2022 | $1,984,000 | -2.6% | 40,058 | 0.0% | 1.02% | +4.7% |
| Q4 2021 | $2,037,000 | +15569.2% | 40,058 | +15426.4% | 0.97% | +13771.4% |
| Q2 2021 | $13,000 | 0.0% | 258 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $13,000 | 0.0% | 258 | 0.0% | 0.01% | -27.3% |
| Q3 2020 | $13,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | -99.9% | 258 | -33.5% | 0.01% | -38.9% |
| Q1 2020 | $19,338,000 | +22650.6% | 388 | -76.9% | 0.02% | -79.1% |
| Q3 2019 | $85,000 | +123.7% | 1,679 | +123.3% | 0.09% | +152.9% |
| Q2 2019 | $38,000 | +35.7% | 752 | +36.7% | 0.03% | +30.8% |
| Q1 2019 | $28,000 | +47.4% | 550 | +46.7% | 0.03% | +44.4% |
| Q4 2018 | $19,000 | -99.9% | 375 | -3.4% | 0.02% | +12.5% |
| Q3 2018 | $19,233,000 | -0.3% | 388 | 0.0% | 0.02% | -11.1% |
| Q2 2018 | $19,299,000 | -0.2% | 388 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $19,338,000 | – | 388 | – | 0.02% | – |
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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% |