SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |