SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,852 | -99.6% | 37,955 | +263.8% | 0.00% | – |
| Q3 2022 | $504,000 | 0.0% | 10,434 | +6.1% | 0.00% | – |
| Q2 2021 | $504,000 | -80.1% | 9,836 | -80.1% | 0.00% | -100.0% |
| Q1 2021 | $2,534,000 | -43.5% | 49,390 | -43.4% | 0.00% | -33.3% |
| Q4 2020 | $4,486,000 | -32.6% | 87,299 | -32.5% | 0.00% | -62.5% |
| Q3 2020 | $6,657,000 | +350.1% | 129,253 | +351.3% | 0.01% | +300.0% |
| Q2 2020 | $1,479,000 | +3.4% | 28,643 | +1.1% | 0.00% | 0.0% |
| Q4 2019 | $1,430,000 | -78.8% | 28,319 | -78.7% | 0.00% | -81.8% |
| Q3 2019 | $6,736,000 | +57.6% | 133,152 | +57.6% | 0.01% | +83.3% |
| Q2 2019 | $4,274,000 | +65.1% | 84,484 | +63.8% | 0.01% | +50.0% |
| Q1 2019 | $2,589,000 | +449.7% | 51,580 | +446.1% | 0.00% | +300.0% |
| Q4 2018 | $471,000 | – | 9,446 | – | 0.00% | – |
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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% |