SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,119 | +0.6% | 3,678 | +1.0% | 0.09% | +5.7% |
| Q2 2023 | $174,982 | -0.6% | 3,641 | +0.9% | 0.09% | -11.2% |
| Q1 2023 | $176,063 | +1.7% | 3,609 | +0.5% | 0.10% | -8.4% |
| Q4 2022 | $173,205 | +0.7% | 3,590 | +0.7% | 0.11% | 0.0% |
| Q3 2022 | $172,000 | -1.7% | 3,564 | +0.4% | 0.11% | +5.9% |
| Q2 2022 | $175,000 | -0.6% | 3,551 | +0.1% | 0.10% | +20.2% |
| Q1 2022 | $176,000 | -2.2% | 3,546 | +0.1% | 0.08% | +9.1% |
| Q4 2021 | $180,000 | -50.3% | 3,543 | -50.0% | 0.08% | -55.7% |
| Q3 2021 | $362,000 | 0.0% | 7,079 | +0.1% | 0.17% | -2.2% |
| Q2 2021 | $362,000 | 0.0% | 7,073 | +0.1% | 0.18% | -16.0% |
| Q1 2021 | $362,000 | -12.6% | 7,065 | -12.4% | 0.21% | -13.5% |
| Q4 2020 | $414,000 | -42.9% | 8,066 | -42.7% | 0.24% | -47.1% |
| Q3 2020 | $725,000 | 0.0% | 14,076 | +0.3% | 0.46% | -9.4% |
| Q2 2020 | $725,000 | – | 14,034 | – | 0.51% | – |
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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% |