SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456 | +17.2% | 9,511 | +19.2% | 0.19% | +8.0% |
| Q1 2023 | $389 | +9.9% | 7,980 | +8.6% | 0.18% | +18.9% |
| Q4 2022 | $354 | -99.9% | 7,346 | -4.3% | 0.15% | -14.9% |
| Q3 2022 | $370,000 | -5.4% | 7,675 | -3.4% | 0.17% | 0.0% |
| Q2 2022 | $391,000 | -2.5% | 7,947 | -1.7% | 0.17% | +4.8% |
| Q1 2022 | $401,000 | -10.9% | 8,085 | -8.6% | 0.17% | +3.1% |
| Q4 2021 | $450,000 | +43.8% | 8,845 | +44.9% | 0.16% | +21.1% |
| Q3 2021 | $313,000 | +6.1% | 6,105 | +6.1% | 0.13% | -15.3% |
| Q2 2021 | $295,000 | 0.0% | 5,752 | +0.1% | 0.16% | +12.1% |
| Q1 2021 | $295,000 | 0.0% | 5,745 | 0.0% | 0.14% | -8.5% |
| Q4 2020 | $295,000 | -0.3% | 5,745 | 0.0% | 0.15% | -8.4% |
| Q3 2020 | $296,000 | -0.7% | 5,745 | -0.6% | 0.17% | -6.7% |
| Q2 2020 | $298,000 | +13.7% | 5,780 | +14.1% | 0.18% | -2.7% |
| Q1 2020 | $262,000 | -76.9% | 5,067 | -77.4% | 0.18% | -75.6% |
| Q4 2019 | $1,133,000 | – | 22,453 | – | 0.76% | – |
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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% |