SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $416,662 | -95.2% | 8,540 | -95.3% | 0.14% | -95.7% |
| Q4 2022 | $8,699,570 | -8.9% | 180,339 | -8.8% | 3.18% | -12.0% |
| Q3 2022 | $9,546,840 | +4581.9% | 197,821 | +4672.5% | 3.62% | +4789.2% |
| Q2 2022 | $203,910 | -99.2% | 4,145 | -99.2% | 0.07% | -99.3% |
| Q4 2020 | $25,656,907 | +0.2% | 499,259 | +0.4% | 11.25% | -11.9% |
| Q3 2020 | $25,601,068 | +5.9% | 497,108 | +6.2% | 12.76% | -1.8% |
| Q2 2020 | $24,176,766 | -0.1% | 468,270 | +0.1% | 13.00% | -26.8% |
| Q1 2020 | $24,194,389 | +7.0% | 467,705 | +4.5% | 17.76% | +13.7% |
| Q4 2019 | $22,601,962 | +0.5% | 447,741 | +0.7% | 15.62% | -6.5% |
| Q3 2019 | $22,485,249 | +1.1% | 444,460 | +1.1% | 16.70% | +1.2% |
| Q2 2019 | $22,238,415 | +7.0% | 439,581 | +6.1% | 16.49% | +8.7% |
| Q1 2019 | $20,788,934 | +6.7% | 414,205 | +6.1% | 15.17% | -3.1% |
| Q4 2018 | $19,486,497 | +14.3% | 390,433 | +13.5% | 15.67% | +27.9% |
| Q3 2018 | $17,054,546 | -1.9% | 344,050 | -1.5% | 12.25% | -5.0% |
| Q2 2018 | $17,378,437 | +1.1% | 349,386 | +1.3% | 12.90% | -2.6% |
| Q1 2018 | $17,192,841 | +35.3% | 344,961 | +35.9% | 13.25% | +24.3% |
| Q4 2017 | $12,703,781 | +5.1% | 253,923 | +5.9% | 10.66% | -0.3% |
| Q3 2017 | $12,089,923 | +3.0% | 239,879 | +3.0% | 10.70% | -1.8% |
| Q2 2017 | $11,741,862 | +9.2% | 232,881 | +9.3% | 10.89% | +5.0% |
| Q1 2017 | $10,747,726 | +5.9% | 212,995 | +5.8% | 10.37% | +2.9% |
| Q4 2016 | $10,149,100 | +2.2% | 201,291 | +2.9% | 10.08% | +1.0% |
| Q3 2016 | $9,931,034 | -0.8% | 195,531 | -0.5% | 9.98% | -4.7% |
| Q2 2016 | $10,014,373 | +0.6% | 196,514 | +0.3% | 10.47% | +3.8% |
| Q1 2016 | $9,951,792 | -3.4% | 195,901 | -4.0% | 10.08% | -7.5% |
| Q4 2015 | $10,298,159 | – | 204,167 | – | 10.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |