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 | $322,444 | -13.0% | 6,733 | -12.7% | 0.02% | -10.0% |
| Q2 2023 | $370,687 | +26.2% | 7,713 | +28.1% | 0.02% | +17.6% |
| Q1 2023 | $293,814 | -7.3% | 6,022 | -8.4% | 0.02% | -15.0% |
| Q4 2022 | $317,033 | -9.9% | 6,572 | -9.9% | 0.02% | -13.0% |
| Q3 2022 | $352,000 | -12.9% | 7,296 | -11.1% | 0.02% | -8.0% |
| Q2 2022 | $404,000 | -15.8% | 8,205 | -15.4% | 0.02% | 0.0% |
| Q1 2022 | $480,000 | -3.6% | 9,694 | -1.0% | 0.02% | 0.0% |
| Q4 2021 | $498,000 | +5.3% | 9,794 | +6.1% | 0.02% | -7.4% |
| Q3 2021 | $473,000 | -1.5% | 9,234 | -1.5% | 0.03% | -3.6% |
| Q2 2021 | $480,000 | +19.1% | 9,378 | +19.3% | 0.03% | +3.7% |
| Q1 2021 | $403,000 | +7.5% | 7,863 | +7.7% | 0.03% | 0.0% |
| Q4 2020 | $375,000 | -2.8% | 7,298 | -2.7% | 0.03% | -10.0% |
| Q3 2020 | $386,000 | -0.5% | 7,503 | -0.2% | 0.03% | -9.1% |
| Q2 2020 | $388,000 | -16.2% | 7,521 | -15.9% | 0.03% | -28.3% |
| Q1 2020 | $463,000 | -42.8% | 8,946 | -44.2% | 0.05% | -28.1% |
| Q4 2019 | $810,000 | – | 16,046 | – | 0.06% | – |
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% |