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 | $317,964 | -40.1% | 6,639 | -39.9% | 0.03% | -35.6% |
Q2 2023 | $531,232 | -7.9% | 11,054 | -6.5% | 0.04% | -11.8% |
Q1 2023 | $577,072 | -9.9% | 11,828 | -10.3% | 0.05% | -8.9% |
Q4 2022 | $640,217 | -20.2% | 13,181 | -20.8% | 0.06% | -32.5% |
Q3 2022 | $802,000 | -7.2% | 16,638 | -5.4% | 0.08% | -1.2% |
Q2 2022 | $864,000 | +10.9% | 17,581 | +11.7% | 0.08% | +23.5% |
Q1 2022 | $779,000 | -7.0% | 15,743 | -4.6% | 0.07% | -4.2% |
Q4 2021 | $838,000 | +2.8% | 16,499 | +3.5% | 0.07% | -4.1% |
Q3 2021 | $815,000 | -2.5% | 15,938 | -2.4% | 0.07% | -3.9% |
Q2 2021 | $836,000 | -2.1% | 16,329 | -1.9% | 0.08% | -9.4% |
Q1 2021 | $854,000 | +67.5% | 16,653 | +67.7% | 0.08% | +10.4% |
Q4 2020 | $510,000 | -41.4% | 9,931 | -41.3% | 0.08% | -26.0% |
Q3 2020 | $871,000 | -99.9% | 16,924 | +0.3% | 0.10% | -5.5% |
Q2 2020 | $870,794,000 | +92933.5% | 16,866 | -6.8% | 0.11% | -22.5% |
Q1 2020 | $936,000 | -1.1% | 18,095 | -3.5% | 0.14% | +16.4% |
Q4 2019 | $946,000 | -3.1% | 18,746 | -2.6% | 0.12% | -9.6% |
Q3 2019 | $976,000 | +24.5% | 19,253 | +24.2% | 0.14% | +22.7% |
Q2 2019 | $784,000 | +40.3% | 15,504 | +39.1% | 0.11% | +34.1% |
Q1 2019 | $559,000 | – | 11,146 | – | 0.08% | – |
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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% |