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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $574,587 | +26.8% | 11,911 | +29.3% | 0.02% | +27.8% |
| Q2 2022 | $453,000 | +576.1% | 9,215 | +593.4% | 0.02% | +350.0% |
| Q2 2019 | $67,000 | -19.3% | 1,329 | -19.2% | 0.00% | -20.0% |
| Q1 2019 | $83,000 | -19.4% | 1,645 | -20.6% | 0.01% | -16.7% |
| Q4 2018 | $103,000 | +5.1% | 2,071 | +4.2% | 0.01% | +20.0% |
| Q3 2018 | $98,000 | -9.3% | 1,987 | -8.6% | 0.01% | -16.7% |
| Q2 2018 | $108,000 | +71.4% | 2,173 | +2.5% | 0.01% | +50.0% |
| Q1 2018 | $63,000 | -97.5% | 2,121 | -95.7% | 0.00% | -98.3% |
| Q1 2016 | $2,496,000 | 0.0% | 49,488 | 0.0% | 0.24% | 0.0% |
| Q4 2015 | $2,496,000 | -26.8% | 49,488 | -26.3% | 0.24% | -36.9% |
| Q3 2015 | $3,410,000 | +18.5% | 67,132 | +18.3% | 0.38% | +99.5% |
| Q2 2015 | $2,877,000 | +3.9% | 56,739 | +4.0% | 0.19% | -36.7% |
| Q1 2015 | $2,769,000 | -80.1% | 54,554 | -80.2% | 0.30% | -78.7% |
| Q4 2014 | $13,905,000 | +1270.0% | 274,904 | +1270.0% | 1.41% | +1227.4% |
| Q3 2014 | $1,015,000 | -88.0% | 20,066 | -88.0% | 0.11% | -87.8% |
| Q2 2014 | $8,448,000 | +6.6% | 166,890 | +6.5% | 0.87% | +2.8% |
| Q1 2014 | $7,922,000 | -40.9% | 156,713 | -40.9% | 0.85% | -39.6% |
| Q4 2013 | $13,397,000 | +116.9% | 265,027 | +116.8% | 1.40% | +96.8% |
| Q3 2013 | $6,177,000 | – | 122,246 | – | 0.71% | – |
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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% |