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 | $258,673 | -37.3% | 5,401 | -37.1% | 0.01% | -38.5% |
| Q2 2023 | $412,859 | -9.5% | 8,590 | -8.1% | 0.01% | -13.3% |
| Q1 2023 | $456,030 | -0.2% | 9,347 | -1.3% | 0.02% | -11.8% |
| Q4 2022 | $456,774 | -65.9% | 9,469 | -65.3% | 0.02% | -37.0% |
| Q2 2022 | $1,340,000 | +392.6% | 27,250 | +416.6% | 0.03% | +107.7% |
| Q3 2021 | $272,000 | +30.8% | 5,275 | +30.2% | 0.01% | +8.3% |
| Q1 2021 | $208,000 | -23.2% | 4,050 | -23.3% | 0.01% | -25.0% |
| Q4 2020 | $271,000 | -0.4% | 5,279 | +0.1% | 0.02% | -30.4% |
| Q3 2020 | $272,000 | -0.7% | 5,275 | -0.5% | 0.02% | -8.0% |
| Q2 2020 | $274,000 | +25.1% | 5,300 | +20.1% | 0.02% | +25.0% |
| Q3 2018 | $219,000 | -70.4% | 4,414 | -70.2% | 0.02% | -75.0% |
| Q4 2017 | $740,000 | – | 14,801 | – | 0.08% | – |
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% |