SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,241 | +0.4% | 9,151 | +0.7% | 0.27% | +2.7% |
| Q2 2023 | $436,673 | +1.8% | 9,086 | +3.4% | 0.26% | -4.4% |
| Q1 2023 | $428,815 | -5.5% | 8,789 | -6.6% | 0.27% | -11.6% |
| Q4 2022 | $453,794 | -34.9% | 9,407 | -34.8% | 0.31% | -43.0% |
| Q3 2022 | $697,000 | -4.8% | 14,436 | -2.9% | 0.54% | +3.2% |
| Q2 2022 | $732,000 | +77.7% | 14,872 | +78.9% | 0.53% | +101.1% |
| Q1 2022 | $412,000 | -12.7% | 8,312 | -10.4% | 0.26% | -9.7% |
| Q4 2021 | $472,000 | -0.2% | 9,281 | +0.1% | 0.29% | -6.1% |
| Q3 2021 | $473,000 | – | 9,276 | – | 0.31% | – |
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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% |