SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,818,023 | -6.0% | 79,725 | -5.7% | 0.90% | -5.9% |
Q2 2023 | $4,062,041 | -3.0% | 84,520 | -1.6% | 0.95% | -12.3% |
Q1 2023 | $4,189,493 | +0.5% | 85,868 | -0.7% | 1.09% | +1.0% |
Q4 2022 | $4,170,471 | -3.7% | 86,453 | -3.6% | 1.08% | -8.6% |
Q3 2022 | $4,330,000 | +23.7% | 89,717 | +26.1% | 1.18% | +29.9% |
Q2 2022 | $3,500,000 | +0.4% | 71,161 | +1.1% | 0.91% | +11.7% |
Q1 2022 | $3,486,000 | +47.3% | 70,365 | +51.2% | 0.81% | +54.2% |
Q4 2021 | $2,366,000 | -12.7% | 46,537 | -12.1% | 0.53% | -19.7% |
Q3 2021 | $2,711,000 | -2.6% | 52,957 | -2.5% | 0.66% | -5.1% |
Q2 2021 | $2,782,000 | -9.4% | 54,309 | -9.2% | 0.69% | -9.9% |
Q1 2021 | $3,070,000 | -0.1% | 59,830 | +0.0% | 0.77% | -4.2% |
Q4 2020 | $3,074,000 | -3.1% | 59,826 | -2.8% | 0.80% | -15.2% |
Q3 2020 | $3,171,000 | -7.6% | 61,564 | -7.3% | 0.94% | -11.5% |
Q2 2020 | $3,430,000 | -4.2% | 66,430 | -4.0% | 1.07% | -10.0% |
Q1 2020 | $3,580,000 | -1.3% | 69,213 | -3.7% | 1.18% | +25.0% |
Q4 2019 | $3,626,000 | -0.6% | 71,836 | -0.4% | 0.95% | -4.0% |
Q3 2019 | $3,649,000 | – | 72,135 | – | 0.99% | – |
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% |