SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,670 | -0.3% | 4,733 | +0.0% | 0.02% | 0.0% |
| Q2 2023 | $227,420 | -0.1% | 4,732 | +1.4% | 0.02% | -4.5% |
| Q1 2023 | $227,752 | -12.6% | 4,668 | -13.6% | 0.02% | -15.4% |
| Q4 2022 | $260,496 | -4.2% | 5,400 | -4.2% | 0.03% | -13.3% |
| Q3 2022 | $272,000 | -2.5% | 5,636 | -0.6% | 0.03% | 0.0% |
| Q2 2022 | $279,000 | -5.4% | 5,669 | -4.9% | 0.03% | +7.1% |
| Q1 2022 | $295,000 | -54.4% | 5,961 | -53.1% | 0.03% | -52.5% |
| Q4 2021 | $647,000 | -21.5% | 12,722 | -21.0% | 0.06% | -28.0% |
| Q3 2021 | $824,000 | -13.3% | 16,102 | -13.2% | 0.08% | -15.5% |
| Q2 2021 | $950,000 | -40.0% | 18,554 | -39.9% | 0.10% | -43.3% |
| Q1 2021 | $1,584,000 | -17.2% | 30,869 | -17.1% | 0.17% | -22.6% |
| Q4 2020 | $1,914,000 | -14.9% | 37,235 | -14.7% | 0.22% | -26.6% |
| Q3 2020 | $2,248,000 | -1.6% | 43,644 | -1.4% | 0.30% | -8.2% |
| Q2 2020 | $2,285,000 | -0.2% | 44,262 | +0.0% | 0.33% | -14.6% |
| Q1 2020 | $2,290,000 | -21.5% | 44,261 | -23.4% | 0.38% | +7.0% |
| Q4 2019 | $2,918,000 | +1.1% | 57,804 | +1.3% | 0.36% | -6.3% |
| Q3 2019 | $2,886,000 | -5.4% | 57,041 | -5.5% | 0.38% | -6.4% |
| Q2 2019 | $3,052,000 | +14.0% | 60,332 | +13.1% | 0.41% | +8.8% |
| Q1 2019 | $2,677,000 | +134.2% | 53,344 | +133.0% | 0.38% | +107.7% |
| Q4 2018 | $1,143,000 | -22.9% | 22,897 | -21.5% | 0.18% | -40.7% |
| Q1 2016 | $1,483,000 | -77.0% | 29,184 | -77.0% | 0.30% | -79.6% |
| Q3 2015 | $6,458,000 | +715.4% | 127,121 | +711.1% | 1.50% | +680.2% |
| Q1 2014 | $792,000 | +170.3% | 15,672 | +170.8% | 0.19% | +152.6% |
| Q4 2013 | $293,000 | -91.4% | 5,787 | -91.4% | 0.08% | -92.1% |
| Q3 2013 | $3,417,000 | – | 67,615 | – | 0.97% | – |
Download | ||||||
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% |