SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,748,000 | -43.8% | 34,375 | -43.4% | 0.12% | -48.6% |
| Q3 2021 | $3,110,000 | +5.7% | 60,750 | +5.8% | 0.24% | +8.0% |
| Q2 2021 | $2,941,000 | -1.0% | 57,425 | -0.9% | 0.22% | -7.4% |
| Q1 2021 | $2,972,000 | +9.3% | 57,925 | +9.4% | 0.24% | +3.8% |
| Q4 2020 | $2,720,000 | +83.9% | 52,925 | +84.2% | 0.23% | +62.5% |
| Q3 2020 | $1,479,000 | +618.0% | 28,725 | +600.1% | 0.14% | +526.1% |
| Q1 2019 | $206,000 | -19.2% | 4,103 | -19.6% | 0.02% | -25.8% |
| Q4 2018 | $255,000 | -11.8% | 5,103 | -12.5% | 0.03% | +3.3% |
| Q3 2018 | $289,000 | -25.9% | 5,833 | -25.5% | 0.03% | -31.8% |
| Q2 2018 | $390,000 | -31.0% | 7,833 | -30.9% | 0.04% | -33.3% |
| Q1 2018 | $565,000 | -54.0% | 11,333 | -53.8% | 0.07% | -51.8% |
| Q4 2017 | $1,227,000 | -4.7% | 24,528 | -3.9% | 0.14% | -9.9% |
| Q3 2017 | $1,287,000 | +63.3% | 25,535 | +63.3% | 0.15% | +58.3% |
| Q2 2017 | $788,000 | +99.5% | 15,635 | +99.6% | 0.10% | +92.0% |
| Q1 2017 | $395,000 | – | 7,835 | – | 0.05% | – |
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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% |