SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,114 | +97.6% | 190,319 | +99.1% | 0.02% | +166.7% |
| Q4 2022 | $4,612 | -99.9% | 95,600 | +35.4% | 0.01% | +50.0% |
| Q4 2021 | $3,590,000 | +63.6% | 70,600 | +64.7% | 0.00% | +33.3% |
| Q3 2021 | $2,194,000 | -89.3% | 42,869 | -89.3% | 0.00% | -88.5% |
| Q2 2021 | $20,463,000 | +40.2% | 399,508 | +40.5% | 0.03% | +44.4% |
| Q1 2021 | $14,593,000 | -30.8% | 284,400 | -30.7% | 0.02% | -21.7% |
| Q4 2020 | $21,085,000 | +41.4% | 410,300 | +41.7% | 0.02% | +53.3% |
| Q3 2020 | $14,914,000 | +30.2% | 289,600 | +30.5% | 0.02% | +50.0% |
| Q2 2020 | $11,456,000 | +51.1% | 221,887 | +51.4% | 0.01% | +42.9% |
| Q1 2020 | $7,584,000 | -42.0% | 146,600 | -43.4% | 0.01% | -30.0% |
| Q4 2019 | $13,082,000 | +202.5% | 259,146 | +203.2% | 0.01% | +150.0% |
| Q3 2019 | $4,324,000 | -56.8% | 85,468 | -56.8% | 0.00% | -55.6% |
| Q2 2019 | $10,017,000 | +3.0% | 198,000 | +2.2% | 0.01% | 0.0% |
| Q1 2019 | $9,727,000 | – | 193,800 | – | 0.01% | – |
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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% |