SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $215,000 | -77.3% | 4,177 | -77.2% | 0.01% | -79.2% |
| Q2 2020 | $947,000 | +2.8% | 18,339 | +3.0% | 0.05% | -17.2% |
| Q1 2020 | $921,000 | +330.4% | 17,808 | +319.5% | 0.06% | +392.3% |
| Q4 2019 | $214,000 | -34.8% | 4,245 | -35.0% | 0.01% | -43.5% |
| Q1 2019 | $328,000 | +48.4% | 6,528 | +47.7% | 0.02% | +35.3% |
| Q4 2018 | $221,000 | +452.5% | 4,421 | +453.3% | 0.02% | +466.7% |
| Q3 2018 | $40,000 | +60.0% | 799 | +59.8% | 0.00% | +50.0% |
| Q1 2018 | $25,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |