SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,432 | +8.0% | 19,345 | +8.4% | 0.04% | +10.3% |
| Q2 2023 | $857,487 | +14.9% | 17,842 | +16.6% | 0.04% | +8.3% |
| Q1 2023 | $746,438 | +54987.7% | 15,299 | -45.5% | 0.04% | -41.0% |
| Q4 2022 | $1,355 | -99.9% | 28,096 | +20.7% | 0.06% | +15.1% |
| Q3 2022 | $1,123,000 | +13.7% | 23,278 | +15.8% | 0.05% | +23.3% |
| Q2 2022 | $988,000 | -68.9% | 20,095 | -68.7% | 0.04% | -61.3% |
| Q1 2022 | $3,177,000 | -14.9% | 64,132 | -12.7% | 0.11% | -7.5% |
| Q4 2021 | $3,734,000 | +40.5% | 73,435 | +41.5% | 0.12% | +122.2% |
| Q3 2021 | $2,657,000 | +46.1% | 51,909 | +46.3% | 0.05% | -20.6% |
| Q2 2021 | $1,818,000 | -13.7% | 35,487 | -13.6% | 0.07% | -20.9% |
| Q1 2021 | $2,107,000 | – | 41,071 | – | 0.09% | – |
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% |