SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,000 | -9.1% | 204 | -5.1% | 0.00% | +100.0% |
| Q3 2021 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $11,000 | -77.6% | 215 | -77.5% | 0.00% | -77.8% |
| Q1 2021 | $49,000 | +19.5% | 955 | +19.4% | 0.01% | +12.5% |
| Q4 2020 | $41,000 | -81.0% | 800 | -81.0% | 0.01% | -82.2% |
| Q3 2020 | $216,000 | -0.5% | 4,200 | 0.0% | 0.04% | -4.3% |
| Q2 2020 | $217,000 | 0.0% | 4,200 | 0.0% | 0.05% | -14.5% |
| Q1 2020 | $217,000 | +2.4% | 4,200 | 0.0% | 0.06% | +19.6% |
| Q4 2019 | $212,000 | 0.0% | 4,200 | 0.0% | 0.05% | -4.2% |
| Q3 2019 | $212,000 | -6.6% | 4,200 | -6.5% | 0.05% | -2.0% |
| Q2 2019 | $227,000 | +0.9% | 4,490 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $225,000 | – | 4,490 | – | 0.05% | – |
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% |