SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,971,248 | +284.9% | 939,053 | +286.3% | 0.01% | +350.0% |
| Q2 2023 | $11,684,347 | +43.0% | 243,120 | +45.1% | 0.00% | 0.0% |
| Q1 2023 | $8,173,252 | -53.8% | 167,519 | -54.3% | 0.00% | -50.0% |
| Q4 2022 | $17,681,793 | -77.8% | 366,538 | -77.8% | 0.00% | -77.8% |
| Q3 2022 | $79,621,000 | +421.5% | 1,649,845 | +431.5% | 0.02% | +500.0% |
| Q2 2022 | $15,268,000 | +143.9% | 310,396 | +145.7% | 0.00% | +200.0% |
| Q1 2022 | $6,259,000 | +1757.3% | 126,341 | +1807.6% | 0.00% | – |
| Q4 2021 | $337,000 | +3.7% | 6,623 | +4.4% | 0.00% | – |
| Q3 2021 | $325,000 | -95.4% | 6,341 | -95.5% | 0.00% | -100.0% |
| Q1 2015 | $7,085,000 | -28.8% | 139,604 | -29.1% | 0.00% | -33.3% |
| Q4 2014 | $9,954,000 | – | 196,789 | – | 0.00% | – |
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% |