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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |