SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,025 | -0.4% | 794 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $38,160 | -1.5% | 794 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,740 | +1.1% | 794 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $38,303 | +0.8% | 794 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $38,000 | -2.6% | 794 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | 0.0% | 794 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $39,000 | -2.5% | 794 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $40,000 | -31.0% | 794 | -29.5% | 0.01% | -38.5% |
| Q3 2021 | $58,000 | 0.0% | 1,127 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $58,000 | +427.3% | 1,127 | +398.7% | 0.01% | +225.0% |
| Q2 2019 | $11,000 | – | 226 | – | 0.00% | – |
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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% |