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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $213,000 | -10.9% | 4,422 | -9.1% | 0.05% | -1.9% |
| Q2 2022 | $239,000 | -86.2% | 4,867 | -86.1% | 0.05% | -83.3% |
| Q1 2022 | $1,734,000 | -57.9% | 35,011 | -56.8% | 0.31% | -54.1% |
| Q4 2021 | $4,117,000 | -0.7% | 80,964 | 0.0% | 0.68% | -12.3% |
| Q3 2021 | $4,145,000 | -5.0% | 80,964 | -4.9% | 0.77% | -4.7% |
| Q2 2021 | $4,361,000 | -6.6% | 85,144 | -6.4% | 0.81% | -16.6% |
| Q1 2021 | $4,668,000 | -7.9% | 90,981 | -7.8% | 0.97% | -7.5% |
| Q4 2020 | $5,070,000 | – | 98,649 | – | 1.05% | – |
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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% |