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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $272,973 | -0.4% | 5,700 | 0.0% | 0.05% | +2.0% |
Q2 2023 | $273,942 | -1.5% | 5,700 | +0.0% | 0.05% | -8.9% |
Q1 2023 | $278,005 | +1.2% | 5,698 | +0.0% | 0.06% | -6.7% |
Q4 2022 | $274,823 | -0.1% | 5,697 | 0.0% | 0.06% | -6.2% |
Q3 2022 | $275,000 | -6.8% | 5,697 | -5.1% | 0.06% | 0.0% |
Q2 2022 | $295,000 | -6.1% | 6,001 | -5.2% | 0.06% | +8.5% |
Q1 2022 | $314,000 | -2.8% | 6,331 | -0.4% | 0.06% | 0.0% |
Q4 2021 | $323,000 | -0.9% | 6,358 | -0.1% | 0.06% | -6.3% |
Q3 2021 | $326,000 | -1.2% | 6,367 | -1.1% | 0.06% | 0.0% |
Q2 2021 | $330,000 | -0.3% | 6,437 | -0.2% | 0.06% | -8.7% |
Q1 2021 | $331,000 | -0.3% | 6,448 | -0.1% | 0.07% | -6.8% |
Q4 2020 | $332,000 | -1.5% | 6,452 | -1.4% | 0.07% | -12.9% |
Q3 2020 | $337,000 | -3.2% | 6,541 | -2.9% | 0.08% | -11.5% |
Q2 2020 | $348,000 | -1.4% | 6,734 | -1.2% | 0.10% | -16.5% |
Q1 2020 | $353,000 | -6.1% | 6,816 | -8.5% | 0.12% | +18.6% |
Q4 2019 | $376,000 | -16.6% | 7,447 | -16.4% | 0.10% | -18.5% |
Q3 2019 | $451,000 | -1.1% | 8,905 | -1.2% | 0.12% | -3.3% |
Q2 2019 | $456,000 | -1.1% | 9,016 | -1.8% | 0.12% | -4.7% |
Q1 2019 | $461,000 | +1.1% | 9,184 | +0.5% | 0.13% | -12.8% |
Q4 2018 | $456,000 | +5.1% | 9,137 | +4.4% | 0.15% | +17.5% |
Q3 2018 | $434,000 | +199.3% | 8,756 | +201.0% | 0.13% | +193.0% |
Q2 2018 | $145,000 | +9.0% | 2,909 | +8.9% | 0.04% | +2.4% |
Q1 2018 | $133,000 | +64.2% | 2,672 | +66.0% | 0.04% | +68.0% |
Q4 2017 | $81,000 | -13.8% | 1,610 | -13.3% | 0.02% | -19.4% |
Q3 2017 | $94,000 | +77.4% | 1,857 | +77.0% | 0.03% | +72.2% |
Q2 2017 | $53,000 | – | 1,049 | – | 0.02% | – |
Download |
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% |