SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,580 | -0.2% | 14,921 | +0.1% | 0.35% | +3.0% |
| Q2 2023 | $716,094 | +12.2% | 14,900 | +13.9% | 0.34% | -0.9% |
| Q1 2023 | $638,466 | +8.4% | 13,086 | +7.2% | 0.34% | -2.0% |
| Q4 2022 | $588,866 | -0.2% | 12,207 | -0.1% | 0.35% | -7.7% |
| Q3 2022 | $590,000 | -3.4% | 12,221 | -1.6% | 0.38% | +0.3% |
| Q2 2022 | $611,000 | -1.9% | 12,425 | -1.2% | 0.38% | +9.0% |
| Q1 2022 | $623,000 | +1.1% | 12,573 | +3.8% | 0.34% | +6.8% |
| Q4 2021 | $616,000 | +10.2% | 12,113 | +11.0% | 0.32% | +1.9% |
| Q3 2021 | $559,000 | 0.0% | 10,917 | 0.0% | 0.32% | -2.5% |
| Q2 2021 | $559,000 | -8.5% | 10,917 | -8.3% | 0.32% | -15.8% |
| Q1 2021 | $611,000 | 0.0% | 11,902 | +0.1% | 0.39% | -6.3% |
| Q4 2020 | $611,000 | – | 11,888 | – | 0.41% | – |
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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% |