SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 343 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,413,292 | -8.8% | 29,511 | -8.5% | 0.40% | -11.5% |
| Q2 2023 | $1,550,286 | -3.9% | 32,257 | -2.4% | 0.45% | -2.4% |
| Q1 2023 | $1,612,541 | +101063.2% | 33,051 | -0.0% | 0.46% | -10.1% |
| Q4 2022 | $1,594 | -99.9% | 33,053 | -2.8% | 0.52% | -9.8% |
| Q3 2022 | $1,641,000 | +5.5% | 33,997 | +7.5% | 0.57% | +13.7% |
| Q2 2022 | $1,556,000 | -8.3% | 31,627 | -7.7% | 0.50% | +6.8% |
| Q1 2022 | $1,697,000 | -6.4% | 34,260 | -3.9% | 0.47% | -7.3% |
| Q4 2021 | $1,813,000 | +6.5% | 35,645 | +7.2% | 0.51% | -2.1% |
| Q3 2021 | $1,702,000 | +1.7% | 33,240 | +1.7% | 0.52% | +1.8% |
| Q2 2021 | $1,674,000 | -10.3% | 32,692 | -10.1% | 0.51% | -15.6% |
| Q1 2021 | $1,866,000 | +56.7% | 36,374 | +57.0% | 0.60% | +44.8% |
| Q4 2020 | $1,191,000 | +14.0% | 23,173 | +14.2% | 0.42% | -1.2% |
| Q3 2020 | $1,045,000 | +4.1% | 20,286 | +4.3% | 0.42% | +34.8% |
| Q2 2020 | $1,004,000 | +10.1% | 19,454 | +10.3% | 0.31% | -22.5% |
| Q1 2020 | $912,000 | +32.8% | 17,636 | +29.5% | 0.40% | +45.3% |
| Q4 2019 | $687,000 | -0.3% | 13,617 | +0.0% | 0.28% | -29.3% |
| Q3 2019 | $689,000 | +21.9% | 13,614 | +22.0% | 0.39% | +15.9% |
| Q2 2019 | $565,000 | +31.1% | 11,161 | +29.7% | 0.34% | +14.9% |
| Q1 2019 | $431,000 | +17.1% | 8,605 | +16.7% | 0.30% | -9.2% |
| Q4 2018 | $368,000 | – | 7,376 | – | 0.32% | – |
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% |