SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,386 | +23.7% | 18,300 | +24.2% | 0.71% | +31.1% |
| Q2 2023 | $708,356 | -67.3% | 14,739 | -66.8% | 0.54% | -67.1% |
| Q1 2023 | $2,162,958 | -49.5% | 44,332 | -50.1% | 1.64% | -45.0% |
| Q4 2022 | $4,284,099 | +703.8% | 88,808 | +704.2% | 2.99% | +665.6% |
| Q3 2022 | $533,000 | +661.4% | 11,043 | +673.3% | 0.39% | +712.5% |
| Q2 2022 | $70,000 | -1.4% | 1,428 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $71,000 | – | 1,428 | – | 0.05% | – |
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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% |