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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $218,000 | -0.5% | 4,281 | 0.0% | 0.05% | -9.8% |
| Q3 2021 | $219,000 | 0.0% | 4,281 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $219,000 | -0.5% | 4,281 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $220,000 | -49.8% | 4,281 | -49.8% | 0.05% | -55.8% |
| Q4 2020 | $438,000 | -25.0% | 8,530 | -24.8% | 0.12% | -38.1% |
| Q3 2020 | $584,000 | -52.5% | 11,348 | -52.2% | 0.19% | -57.1% |
| Q1 2020 | $1,229,000 | -29.7% | 23,751 | -31.4% | 0.45% | +24.5% |
| Q4 2019 | $1,748,000 | -2.1% | 34,645 | -1.8% | 0.36% | -34.1% |
| Q3 2019 | $1,785,000 | -12.3% | 35,281 | -12.3% | 0.55% | -1.4% |
| Q2 2019 | $2,036,000 | – | 40,250 | – | 0.56% | – |
Download | ||||||
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% |