SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $360,000 | -48.9% | 7,077 | -48.6% | 0.02% | -57.4% |
| Q3 2021 | $705,000 | -11.2% | 13,765 | -11.3% | 0.05% | -14.5% |
| Q2 2021 | $794,000 | -19.6% | 15,510 | -19.4% | 0.06% | -29.5% |
| Q1 2021 | $988,000 | +8.2% | 19,248 | +8.3% | 0.08% | -6.0% |
| Q4 2020 | $913,000 | -24.0% | 17,767 | -23.9% | 0.08% | -35.7% |
| Q3 2020 | $1,202,000 | +25.1% | 23,337 | +25.4% | 0.13% | +6.6% |
| Q2 2020 | $961,000 | – | 18,612 | – | 0.12% | – |
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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% |