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 | $1,906,885 | -13.6% | 39,818 | -13.3% | 0.41% | -8.9% |
| Q2 2023 | $2,206,820 | +7.3% | 45,918 | +7.7% | 0.45% | +5.7% |
| Q1 2023 | $2,055,893 | +0.0% | 42,618 | 0.0% | 0.42% | 0.0% |
| Q4 2022 | $2,055,892 | +608.9% | 42,618 | +652.7% | 0.42% | +531.3% |
| Q2 2021 | $290,000 | -0.3% | 5,662 | 0.0% | 0.07% | -15.2% |
| Q1 2021 | $291,000 | -26.9% | 5,662 | -26.9% | 0.08% | -34.7% |
| Q4 2020 | $398,000 | -0.3% | 7,743 | 0.0% | 0.12% | -9.7% |
| Q3 2020 | $399,000 | +7.8% | 7,743 | +7.9% | 0.13% | +3.1% |
| Q2 2020 | $370,000 | -19.0% | 7,173 | -18.8% | 0.13% | -25.7% |
| Q1 2020 | $457,000 | +30.9% | 8,830 | +27.6% | 0.18% | +66.7% |
| Q4 2019 | $349,000 | +36.9% | 6,921 | +37.2% | 0.10% | +31.2% |
| Q3 2019 | $255,000 | – | 5,045 | – | 0.08% | – |
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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% |