SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279 | -70.4% | 5,825 | -70.3% | 0.00% | -73.3% |
| Q2 2023 | $942 | -99.7% | 19,603 | +211.7% | 0.02% | +200.0% |
| Q4 2022 | $303,000 | -99.9% | 6,290 | +23.5% | 0.01% | 0.0% |
| Q3 2022 | $246,000,000 | +9457.1% | 5,093 | -90.3% | 0.01% | -90.0% |
| Q2 2022 | $2,574,000 | -16.0% | 52,321 | -15.4% | 0.05% | -7.4% |
| Q1 2022 | $3,064,000 | -99.9% | 61,849 | +13.2% | 0.05% | +10.2% |
| Q4 2021 | $2,779,000,000 | +93975.8% | 54,645 | -5.3% | 0.05% | -16.9% |
| Q3 2021 | $2,954,000 | +29.8% | 57,706 | +29.9% | 0.06% | +22.9% |
| Q2 2021 | $2,275,000 | +50.1% | 44,414 | +50.3% | 0.05% | +29.7% |
| Q1 2021 | $1,516,000 | – | 29,548 | – | 0.04% | – |
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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% |