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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $265 | +2.3% | 5,436 | +1.2% | 0.01% | -7.1% |
Q4 2022 | $259 | -99.9% | 5,372 | -13.6% | 0.01% | -17.6% |
Q3 2022 | $300,000 | -6.5% | 6,220 | -4.8% | 0.02% | 0.0% |
Q2 2022 | $321,000 | +0.9% | 6,533 | +1.6% | 0.02% | +13.3% |
Q1 2022 | $318,000 | +1.3% | 6,427 | +4.2% | 0.02% | +7.1% |
Q4 2021 | $314,000 | +9.4% | 6,169 | +10.0% | 0.01% | 0.0% |
Q3 2021 | $287,000 | +14.8% | 5,609 | +15.1% | 0.01% | +16.7% |
Q2 2021 | $250,000 | -0.8% | 4,873 | -0.8% | 0.01% | -14.3% |
Q1 2021 | $252,000 | -16.0% | 4,913 | -15.3% | 0.01% | -50.0% |
Q2 2020 | $300,000 | – | 5,802 | – | 0.03% | – |
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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% |