SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $354,000 | -20.4% | 7,194 | -19.9% | 0.18% | -8.2% |
| Q1 2022 | $445,000 | -36.2% | 8,979 | -34.5% | 0.20% | -30.6% |
| Q4 2021 | $697,000 | -20.1% | 13,712 | -19.5% | 0.28% | -23.0% |
| Q3 2021 | $872,000 | -0.5% | 17,036 | -0.4% | 0.36% | +5.2% |
| Q2 2021 | $876,000 | -2.8% | 17,096 | -2.7% | 0.35% | -8.2% |
| Q1 2021 | $901,000 | -5.6% | 17,569 | -5.3% | 0.38% | -10.2% |
| Q4 2020 | $954,000 | -3.8% | 18,561 | -3.6% | 0.42% | -16.0% |
| Q3 2020 | $992,000 | -5.9% | 19,261 | -5.6% | 0.50% | -10.7% |
| Q2 2020 | $1,054,000 | -41.2% | 20,410 | -41.0% | 0.56% | -47.1% |
| Q1 2020 | $1,791,000 | +2.3% | 34,622 | -0.2% | 1.06% | +41.5% |
| Q4 2019 | $1,750,000 | – | 34,677 | – | 0.75% | – |
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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% |