SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,956 | -2.5% | 20,880 | -2.2% | 0.07% | +1.4% |
| Q2 2023 | $1,025,814 | -1.2% | 21,344 | +0.3% | 0.07% | -1.4% |
| Q1 2023 | $1,038,701 | +10.0% | 21,289 | +8.8% | 0.07% | +1.4% |
| Q4 2022 | $943,940 | -1.8% | 19,567 | -1.7% | 0.07% | -8.8% |
| Q3 2022 | $961,000 | +4.3% | 19,915 | +6.4% | 0.08% | +9.6% |
| Q2 2022 | $921,000 | -0.6% | 18,715 | +0.1% | 0.07% | +17.7% |
| Q1 2022 | $927,000 | +111.6% | 18,703 | +117.2% | 0.06% | +113.8% |
| Q4 2021 | $438,000 | +73.1% | 8,611 | +72.0% | 0.03% | -9.4% |
| Q4 2019 | $253,000 | – | 5,006 | – | 0.03% | – |
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% |