SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,739,772 | -9.9% | 57,210 | -9.6% | 0.81% | -7.0% |
| Q2 2023 | $3,042,317 | +2.1% | 63,302 | +3.7% | 0.87% | -3.1% |
| Q1 2023 | $2,979,527 | +8.2% | 61,068 | +7.0% | 0.90% | +3.8% |
| Q4 2022 | $2,752,514 | +275151.4% | 57,059 | +285195.0% | 0.86% | – |
| Q2 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 20 | -20.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 25 | – | 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% |