SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |