SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 212 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,243 | -0.4% | 9,506 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $456,859 | -1.5% | 9,506 | 0.0% | 0.05% | -11.7% |
| Q1 2023 | $463,798 | +1.1% | 9,506 | 0.0% | 0.06% | -4.8% |
| Q4 2022 | $458,569 | -0.1% | 9,506 | 0.0% | 0.06% | -4.5% |
| Q3 2022 | $459,000 | -1.9% | 9,506 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $468,000 | -0.6% | 9,506 | 0.0% | 0.06% | +18.2% |
| Q1 2022 | $471,000 | -2.5% | 9,506 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $483,000 | -0.8% | 9,506 | 0.0% | 0.05% | -8.5% |
| Q3 2021 | $487,000 | 0.0% | 9,506 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $487,000 | -0.2% | 9,506 | 0.0% | 0.06% | -10.3% |
| Q1 2021 | $488,000 | -0.2% | 9,506 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $489,000 | -0.2% | 9,506 | 0.0% | 0.07% | -11.4% |
| Q3 2020 | $490,000 | -0.2% | 9,506 | 0.0% | 0.08% | -9.2% |
| Q2 2020 | $491,000 | -0.2% | 9,506 | 0.0% | 0.09% | -19.4% |
| Q1 2020 | $492,000 | +2.5% | 9,506 | 0.0% | 0.11% | +17.4% |
| Q4 2019 | $480,000 | -0.2% | 9,506 | +0.0% | 0.09% | -9.8% |
| Q3 2019 | $481,000 | 0.0% | 9,505 | 0.0% | 0.10% | +6.2% |
| Q2 2019 | $481,000 | +0.8% | 9,505 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $477,000 | +0.6% | 9,505 | 0.0% | 0.10% | -13.4% |
| Q4 2018 | $474,000 | +0.6% | 9,505 | 0.0% | 0.11% | +15.5% |
| Q3 2018 | $471,000 | -0.4% | 9,505 | 0.0% | 0.10% | -11.8% |
| Q2 2018 | $473,000 | -0.2% | 9,505 | 0.0% | 0.11% | -1.8% |
| Q1 2018 | $474,000 | -0.4% | 9,505 | 0.0% | 0.11% | -2.6% |
| Q4 2017 | $476,000 | – | 9,505 | – | 0.12% | – |
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% |