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 | $28 | -69.9% | 582 | -69.9% | 0.00% | – |
| Q4 2022 | $93 | -98.4% | 1,931 | +1396.9% | 0.00% | – |
| Q3 2022 | $6,000 | -99.1% | 129 | -99.1% | 0.00% | -100.0% |
| Q2 2021 | $700,000 | -97.7% | 13,668 | -97.8% | 0.00% | -98.7% |
| Q3 2016 | $30,982,000 | -0.3% | 610,000 | 0.0% | 0.16% | -8.2% |
| Q2 2016 | $31,086,000 | +456.1% | 610,000 | +454.5% | 0.17% | +431.2% |
| Q1 2016 | $5,590,000 | +0.8% | 110,000 | 0.0% | 0.03% | +3.2% |
| Q4 2015 | $5,548,000 | -0.7% | 110,000 | 0.0% | 0.03% | -3.1% |
| Q3 2015 | $5,588,000 | +0.2% | 110,000 | 0.0% | 0.03% | +10.3% |
| Q2 2015 | $5,578,000 | – | 110,000 | – | 0.03% | – |
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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% |