SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $628,903 | +1.1% | 12,890 | 0.0% | 0.16% | +0.6% |
| Q4 2022 | $621,814 | -42.3% | 12,890 | -42.3% | 0.16% | -45.1% |
| Q3 2022 | $1,077,000 | -47.3% | 22,321 | -46.3% | 0.29% | -48.2% |
| Q2 2022 | $2,044,000 | -1.5% | 41,548 | -0.9% | 0.57% | -4.6% |
| Q1 2022 | $2,076,000 | -7.8% | 41,912 | -5.4% | 0.59% | -8.5% |
| Q4 2021 | $2,252,000 | +6.0% | 44,294 | +6.7% | 0.65% | -4.0% |
| Q3 2021 | $2,125,000 | +10.6% | 41,505 | +10.7% | 0.68% | -30.2% |
| Q2 2021 | $1,921,000 | +4.5% | 37,501 | +4.6% | 0.97% | -5.5% |
| Q1 2021 | $1,839,000 | +44.7% | 35,850 | +44.9% | 1.02% | +41.7% |
| Q4 2020 | $1,271,000 | -0.2% | 24,742 | 0.0% | 0.72% | -4.6% |
| Q3 2020 | $1,274,000 | -0.2% | 24,742 | 0.0% | 0.76% | -12.6% |
| Q2 2020 | $1,277,000 | -0.2% | 24,742 | 0.0% | 0.87% | -10.4% |
| Q1 2020 | $1,280,000 | +2.5% | 24,742 | +0.0% | 0.97% | +16.1% |
| Q4 2019 | $1,249,000 | – | 24,740 | – | 0.83% | – |
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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% |