SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,125,000 | -3.5% | 42,900 | -0.9% | 0.14% | +69.1% |
| Q4 2021 | $2,201,000 | -0.7% | 43,300 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $2,217,000 | 0.0% | 43,300 | 0.0% | 0.08% | -18.2% |
| Q2 2021 | $2,217,000 | +1.9% | 43,300 | +2.1% | 0.10% | -3.9% |
| Q1 2021 | $2,176,000 | +19.0% | 42,414 | +19.1% | 0.10% | +7.3% |
| Q4 2020 | $1,829,000 | +3.5% | 35,600 | +3.8% | 0.10% | -2.0% |
| Q3 2020 | $1,767,000 | +4.2% | 34,287 | +4.3% | 0.10% | -9.3% |
| Q2 2020 | $1,696,000 | +4.4% | 32,867 | +4.6% | 0.11% | -63.5% |
| Q1 2020 | $1,625,000 | – | 31,414 | – | 0.30% | – |
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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% |