SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,565 | -66.9% | 5,149 | -66.7% | 0.01% | -64.9% |
| Q2 2023 | $744,010 | +66.8% | 15,481 | +69.4% | 0.04% | +48.0% |
| Q1 2023 | $446,001 | +4.0% | 9,141 | +2.8% | 0.02% | -3.8% |
| Q4 2022 | $428,876 | -0.5% | 8,890 | -0.5% | 0.03% | +4.0% |
| Q3 2022 | $431,000 | +1.7% | 8,934 | +3.6% | 0.02% | 0.0% |
| Q2 2022 | $424,000 | -7.4% | 8,625 | -6.8% | 0.02% | +19.0% |
| Q1 2022 | $458,000 | -2.6% | 9,250 | -0.0% | 0.02% | -4.5% |
| Q4 2021 | $470,000 | -10.5% | 9,252 | -9.8% | 0.02% | -18.5% |
| Q3 2021 | $525,000 | +27.7% | 10,253 | +27.7% | 0.03% | +28.6% |
| Q2 2021 | $411,000 | -0.2% | 8,032 | +0.1% | 0.02% | -12.5% |
| Q1 2021 | $412,000 | +23.0% | 8,020 | +23.0% | 0.02% | +14.3% |
| Q4 2020 | $335,000 | – | 6,520 | – | 0.02% | – |
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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% |