SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $240,959 | -15.7% | 4,995 | -15.6% | 0.05% | -34.6% |
| Q3 2022 | $286,000 | -82.0% | 5,919 | -81.7% | 0.08% | -81.8% |
| Q2 2022 | $1,588,000 | -49.4% | 32,281 | -49.0% | 0.43% | -47.0% |
| Q1 2022 | $3,139,000 | -99.7% | 63,355 | +215.9% | 0.81% | +221.9% |
| Q4 2021 | $1,019,796,000 | +54318.1% | 20,055 | -45.2% | 0.25% | -73.2% |
| Q3 2021 | $1,874,000 | +45.8% | 36,611 | +45.9% | 0.94% | -8.9% |
| Q2 2021 | $1,285,000 | -16.1% | 25,089 | -15.9% | 1.03% | -13.8% |
| Q1 2021 | $1,531,000 | +242.5% | 29,833 | +331377.8% | 1.19% | +229.3% |
| Q4 2020 | $447,000 | 0.0% | 9 | -99.9% | 0.36% | +2.5% |
| Q3 2020 | $447,000 | -60.4% | 8,699 | -60.2% | 0.35% | -50.9% |
| Q2 2020 | $1,129,000 | -72.0% | 21,865 | -71.9% | 0.72% | -82.5% |
| Q1 2020 | $4,031,000 | +776.3% | 77,927 | +756.1% | 4.10% | +1023.0% |
| Q4 2019 | $460,000 | – | 9,103 | – | 0.36% | – |
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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% |