SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,262,755 | -3.2% | 47,249 | -2.8% | 0.88% | -11.6% |
| Q2 2023 | $2,336,677 | -0.3% | 48,620 | +1.2% | 1.00% | -10.1% |
| Q1 2023 | $2,343,384 | +4.0% | 48,030 | +2.8% | 1.11% | -12.8% |
| Q4 2022 | $2,253,049 | -38.0% | 46,705 | -38.1% | 1.27% | -38.6% |
| Q3 2022 | $3,632,000 | +8.6% | 75,428 | +10.9% | 2.07% | -2.5% |
| Q2 2022 | $3,344,000 | -0.4% | 67,985 | +0.3% | 2.12% | -4.4% |
| Q1 2022 | $3,359,000 | -31.6% | 67,795 | -29.8% | 2.22% | -43.3% |
| Q4 2021 | $4,912,000 | – | 96,604 | – | 3.91% | – |
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% |