SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $736 | +19.7% | 15,083 | +18.3% | 0.00% | +50.0% |
| Q4 2022 | $615 | -99.9% | 12,749 | +49.2% | 0.00% | 0.0% |
| Q2 2022 | $419,000 | -14.7% | 8,545 | -13.7% | 0.00% | 0.0% |
| Q1 2022 | $491,000 | +2.1% | 9,906 | +4.8% | 0.00% | 0.0% |
| Q4 2021 | $481,000 | +15.6% | 9,451 | +16.3% | 0.00% | 0.0% |
| Q3 2021 | $416,000 | +97.2% | 8,125 | +97.0% | 0.00% | +100.0% |
| Q2 2021 | $211,000 | -90.3% | 4,125 | -90.3% | 0.00% | -90.9% |
| Q4 2020 | $2,186,000 | -33.2% | 42,535 | -33.1% | 0.01% | -42.1% |
| Q3 2020 | $3,273,000 | +18.5% | 63,560 | +18.8% | 0.02% | +11.8% |
| Q2 2020 | $2,761,000 | +17.3% | 53,486 | +17.6% | 0.02% | -10.5% |
| Q1 2020 | $2,353,000 | +22.6% | 45,491 | +19.6% | 0.02% | +46.2% |
| Q4 2019 | $1,920,000 | +251.6% | 38,031 | +254.5% | 0.01% | +18.2% |
| Q2 2016 | $546,000 | +109.2% | 10,728 | +108.6% | 0.01% | +57.1% |
| Q1 2016 | $261,000 | – | 5,142 | – | 0.01% | – |
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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% |