SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241 | -99.9% | 5,006 | +20.2% | 0.01% | 0.0% |
| Q1 2021 | $214,000 | +4.4% | 4,166 | +4.7% | 0.01% | -12.5% |
| Q4 2020 | $205,000 | 0.0% | 3,980 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $205,000 | -60.8% | 3,980 | -60.7% | 0.01% | -64.0% |
| Q2 2020 | $523,000 | +37.6% | 10,139 | +38.0% | 0.02% | +13.6% |
| Q1 2020 | $380,000 | -5.2% | 7,349 | -7.5% | 0.02% | +15.8% |
| Q4 2019 | $401,000 | -7.2% | 7,945 | -7.0% | 0.02% | -13.6% |
| Q3 2019 | $432,000 | +34.2% | 8,544 | +34.4% | 0.02% | +22.2% |
| Q2 2019 | $322,000 | – | 6,359 | – | 0.02% | – |
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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% |