SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,611 | +2.1% | 4,229 | +2.4% | 0.01% | 0.0% |
| Q2 2023 | $198,515 | -1.5% | 4,131 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $201,510 | +9.2% | 4,131 | +8.0% | 0.01% | +11.1% |
| Q4 2022 | $184,605 | -0.2% | 3,826 | 0.0% | 0.01% | -18.2% |
| Q3 2022 | $185,000 | -1.6% | 3,826 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $188,000 | -14.2% | 3,826 | -13.3% | 0.01% | 0.0% |
| Q1 2022 | $219,000 | +29.6% | 4,415 | +32.9% | 0.01% | +57.1% |
| Q4 2021 | $169,000 | -0.6% | 3,323 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $170,000 | 0.0% | 3,323 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $170,000 | 0.0% | 3,323 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $170,000 | – | 3,323 | – | 0.01% | – |
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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% |