SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,210 | -0.4% | 422 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $20,281 | +56.0% | 422 | +69.5% | 0.01% | +25.0% |
| Q2 2021 | $13,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +30.0% | 249 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $10,000 | -23.1% | 249 | 0.0% | 0.00% | -40.0% |
| Q3 2020 | $13,000 | +30.0% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $10,000 | -23.1% | 249 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $13,000 | -77.6% | 249 | -78.3% | 0.01% | -69.6% |
| Q4 2019 | $58,000 | +346.2% | 1,149 | +361.4% | 0.02% | +283.3% |
| Q3 2019 | $13,000 | -7.1% | 249 | -11.7% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | -76.3% | 282 | -76.1% | 0.01% | -78.6% |
| Q1 2019 | $59,000 | +321.4% | 1,182 | +319.1% | 0.03% | +300.0% |
| Q4 2018 | $14,000 | 0.0% | 282 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $14,000 | 0.0% | 282 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 282 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 282 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | -72.0% | 282 | -71.3% | 0.01% | -75.0% |
| Q3 2017 | $50,000 | 0.0% | 984 | -0.1% | 0.02% | -4.0% |
| Q2 2017 | $50,000 | 0.0% | 985 | 0.0% | 0.02% | -7.4% |
| Q1 2017 | $50,000 | 0.0% | 985 | 0.0% | 0.03% | -10.0% |
| Q4 2016 | $50,000 | -2.0% | 985 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $51,000 | -3.8% | 985 | -4.3% | 0.03% | -11.8% |
| Q2 2016 | $53,000 | +1.9% | 1,029 | 0.0% | 0.03% | -2.9% |
| Q1 2016 | $52,000 | 0.0% | 1,029 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $52,000 | -22.4% | 1,029 | -22.6% | 0.04% | -23.9% |
| Q3 2015 | $67,000 | 0.0% | 1,329 | 0.0% | 0.05% | +15.0% |
| Q2 2015 | $67,000 | 0.0% | 1,329 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $67,000 | 0.0% | 1,329 | 0.0% | 0.04% | +2.6% |
| Q4 2014 | $67,000 | 0.0% | 1,329 | +0.1% | 0.04% | -2.5% |
| Q3 2014 | $67,000 | 0.0% | 1,328 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $67,000 | -13.0% | 1,328 | -12.7% | 0.04% | -23.1% |
| Q1 2014 | $77,000 | +1.3% | 1,521 | +1.8% | 0.05% | -10.3% |
| Q4 2013 | $76,000 | – | 1,494 | – | 0.06% | – |
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% |