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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $296,058 | -34.8% | 6,068 | -35.5% | 0.00% | -33.3% |
| Q4 2022 | $453,890 | +45.5% | 9,409 | +45.4% | 0.01% | +20.0% |
| Q3 2022 | $312,000 | -1.0% | 6,470 | +1.7% | 0.01% | +25.0% |
| Q1 2022 | $315,000 | -2.8% | 6,364 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $324,000 | -0.6% | 6,364 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $326,000 | 0.0% | 6,364 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $326,000 | – | 6,364 | – | 0.01% | – |
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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% |