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 | $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 ↓ |
---|---|---|---|
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% |