SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,224,000 | -2.2% | 63,420 | -1.6% | 1.60% | -8.0% |
| Q3 2021 | $3,297,000 | -0.1% | 64,420 | 0.0% | 1.74% | -2.0% |
| Q2 2021 | $3,299,000 | +151.6% | 64,420 | +151.9% | 1.78% | +128.1% |
| Q1 2021 | $1,311,000 | -0.2% | 25,570 | -0.0% | 0.78% | -10.3% |
| Q4 2020 | $1,314,000 | -0.2% | 25,580 | 0.0% | 0.87% | -15.8% |
| Q3 2020 | $1,317,000 | -0.6% | 25,580 | -0.4% | 1.03% | -0.2% |
| Q2 2020 | $1,325,000 | +312.8% | 25,680 | +297.8% | 1.04% | +346.1% |
| Q1 2018 | $321,000 | -8.3% | 6,455 | -8.0% | 0.23% | -8.3% |
| Q4 2017 | $350,000 | -0.8% | 7,015 | 0.0% | 0.25% | -5.6% |
| Q3 2017 | $353,000 | 0.0% | 7,015 | 0.0% | 0.27% | +3.1% |
| Q2 2017 | $353,000 | +57.6% | 7,015 | +57.5% | 0.26% | +53.8% |
| Q1 2017 | $224,000 | – | 4,455 | – | 0.17% | – |
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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% |