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 | $7,880,300 | -6.4% | 164,550 | -6.1% | 2.78% | -4.2% |
Q2 2023 | $8,420,689 | -6.8% | 175,212 | -5.4% | 2.90% | -11.7% |
Q1 2023 | $9,037,128 | +5.7% | 185,225 | +4.5% | 3.28% | -1.0% |
Q4 2022 | $8,549,382 | -22.5% | 177,226 | -22.4% | 3.32% | -23.9% |
Q3 2022 | $11,028,000 | -18.0% | 228,508 | -16.4% | 4.36% | -15.2% |
Q2 2022 | $13,453,000 | +3412.5% | 273,482 | +3438.8% | 5.13% | +3789.4% |
Q1 2022 | $383,000 | -21.5% | 7,728 | -19.5% | 0.13% | -18.5% |
Q4 2021 | $488,000 | – | 9,597 | – | 0.16% | – |
Download |
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% |