SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,174 | -10.2% | 13,326 | -9.9% | 0.02% | -4.3% |
| Q2 2023 | $710,952 | +13.2% | 14,793 | +14.9% | 0.02% | +4.5% |
| Q1 2023 | $628,130 | -38.3% | 12,874 | -39.0% | 0.02% | -43.6% |
| Q4 2022 | $1,018,556 | +0.1% | 21,114 | +0.1% | 0.04% | -11.4% |
| Q3 2022 | $1,018,000 | -1.8% | 21,096 | +0.0% | 0.04% | 0.0% |
| Q2 2022 | $1,037,000 | +45.6% | 21,087 | +45.7% | 0.04% | +57.1% |
| Q1 2022 | $712,000 | -2.6% | 14,470 | +0.6% | 0.03% | +12.0% |
| Q4 2021 | $731,000 | +0.4% | 14,382 | +1.1% | 0.02% | -13.8% |
| Q3 2021 | $728,000 | -3.3% | 14,224 | -3.2% | 0.03% | -3.3% |
| Q2 2021 | $753,000 | -0.1% | 14,700 | +0.0% | 0.03% | -9.1% |
| Q1 2021 | $754,000 | -17.1% | 14,693 | -16.9% | 0.03% | -23.3% |
| Q4 2020 | $909,000 | +5.6% | 17,687 | +5.8% | 0.04% | -8.5% |
| Q3 2020 | $861,000 | +2.7% | 16,711 | +3.0% | 0.05% | -7.8% |
| Q2 2020 | $838,000 | +4.5% | 16,222 | +4.6% | 0.05% | -13.6% |
| Q1 2020 | $802,000 | -1.5% | 15,509 | -5.0% | 0.06% | +5.4% |
| Q4 2018 | $814,000 | +869.0% | 16,317 | +868.4% | 0.06% | +1020.0% |
| Q3 2018 | $84,000 | – | 1,685 | – | 0.01% | – |
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% |