SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,082,640 | -72.2% | 43,488 | -72.1% | 0.01% | -72.4% |
| Q2 2023 | $7,492,602 | -44.0% | 155,901 | -43.1% | 0.03% | -47.3% |
| Q1 2023 | $13,376,998 | +189.5% | 274,175 | +186.2% | 0.06% | +175.0% |
| Q4 2022 | $4,621,440 | -88.5% | 95,801 | -88.5% | 0.02% | -89.4% |
| Q3 2022 | $40,240,000 | -26.0% | 833,822 | -24.5% | 0.19% | -23.0% |
| Q2 2022 | $54,348,000 | +24.6% | 1,104,862 | +25.5% | 0.24% | +33.3% |
| Q1 2022 | $43,628,000 | +7.0% | 880,669 | +9.9% | 0.18% | +9.6% |
| Q4 2021 | $40,766,000 | +233.8% | 801,693 | +236.1% | 0.17% | +203.6% |
| Q3 2021 | $12,211,000 | +1.4% | 238,537 | +1.4% | 0.06% | -1.8% |
| Q2 2021 | $12,044,000 | -64.8% | 235,135 | -64.7% | 0.06% | -68.2% |
| Q1 2021 | $34,182,000 | +21.7% | 666,183 | +21.9% | 0.18% | +12.1% |
| Q4 2020 | $28,092,000 | -13.7% | 546,640 | -13.5% | 0.16% | -25.2% |
| Q3 2020 | $32,558,000 | +10.3% | 632,196 | +10.6% | 0.21% | -0.5% |
| Q2 2020 | $29,511,000 | -7.9% | 571,581 | -7.8% | 0.21% | -22.1% |
| Q1 2020 | $32,052,000 | +6160.2% | 619,608 | +6019.6% | 0.27% | +6675.0% |
| Q3 2019 | $512,000 | +903.9% | 10,125 | +896.6% | 0.00% | – |
| Q4 2018 | $51,000 | – | 1,016 | – | 0.00% | – |
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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% |