SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 46 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $218,000 | -4.4% | 4,329 | -3.5% | 0.00% | – |
| Q3 2015 | $228,000 | -24.0% | 4,488 | -24.2% | 0.00% | – |
| Q2 2015 | $300,000 | -10.7% | 5,921 | -10.7% | 0.00% | – |
| Q1 2015 | $336,000 | -46.0% | 6,629 | -46.1% | 0.00% | -100.0% |
| Q4 2014 | $622,000 | -23.9% | 12,296 | -23.8% | 0.00% | 0.0% |
| Q3 2014 | $817,000 | -1.1% | 16,144 | -1.0% | 0.00% | 0.0% |
| Q2 2014 | $826,000 | -8.7% | 16,310 | -8.9% | 0.00% | 0.0% |
| Q1 2014 | $905,000 | -8.6% | 17,906 | -8.5% | 0.00% | 0.0% |
| Q4 2013 | $990,000 | -2.8% | 19,575 | -2.9% | 0.00% | 0.0% |
| Q3 2013 | $1,019,000 | -17.6% | 20,152 | -17.8% | 0.00% | 0.0% |
| Q2 2013 | $1,237,000 | -42.5% | 24,501 | -42.4% | 0.00% | -50.0% |
| Q1 2013 | $2,151,000 | – | 42,559 | – | 0.00% | – |
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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% |