SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,773 | -0.4% | 5,842 | 0.0% | 0.15% | +3.5% |
| Q2 2023 | $280,767 | -2.1% | 5,842 | -0.6% | 0.14% | -3.4% |
| Q1 2023 | $286,739 | +1.1% | 5,877 | 0.0% | 0.15% | +3.5% |
| Q4 2022 | $283,506 | -0.2% | 5,877 | 0.0% | 0.14% | -9.6% |
| Q3 2022 | $284,000 | -4.4% | 5,877 | -2.7% | 0.16% | +4.0% |
| Q2 2022 | $297,000 | -1.0% | 6,042 | -0.2% | 0.15% | +11.1% |
| Q1 2022 | $300,000 | -3.2% | 6,057 | -0.6% | 0.14% | -2.2% |
| Q4 2021 | $310,000 | -1.3% | 6,092 | -0.8% | 0.14% | -11.0% |
| Q3 2021 | $314,000 | 0.0% | 6,142 | +0.2% | 0.16% | +4.0% |
| Q2 2021 | $314,000 | 0.0% | 6,127 | 0.0% | 0.15% | -2.6% |
| Q1 2021 | $314,000 | -15.1% | 6,127 | -14.9% | 0.15% | -22.3% |
| Q4 2020 | $370,000 | -1.3% | 7,202 | -1.2% | 0.20% | -10.5% |
| Q3 2020 | $375,000 | +0.5% | 7,291 | +1.0% | 0.22% | -4.8% |
| Q2 2020 | $373,000 | +60.8% | 7,221 | +61.2% | 0.23% | +48.1% |
| Q1 2020 | $232,000 | +14.9% | 4,480 | +11.7% | 0.16% | +51.5% |
| Q4 2019 | $202,000 | -0.5% | 4,010 | 0.0% | 0.10% | -3.7% |
| Q3 2019 | $203,000 | – | 4,010 | – | 0.11% | – |
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% |