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 | $189,170 | -0.4% | 3,950 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $189,837 | -0.1% | 3,950 | 0.0% | 0.02% | -20.0% |
| Q3 2022 | $190,000 | -2.1% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $194,000 | -0.5% | 3,950 | 0.0% | 0.02% | +17.6% |
| Q1 2022 | $195,000 | -2.5% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $200,000 | -1.0% | 3,950 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $202,000 | 0.0% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $202,000 | -0.5% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $203,000 | 0.0% | 3,950 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $203,000 | 0.0% | 3,950 | 0.0% | 0.02% | -9.1% |
| Q3 2020 | $203,000 | -0.5% | 3,950 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $204,000 | 0.0% | 3,950 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $204,000 | +2.5% | 3,950 | 0.0% | 0.02% | -15.4% |
| Q2 2019 | $199,000 | -0.5% | 3,950 | 0.0% | 0.03% | -49.0% |
| Q3 2016 | $200,000 | -0.5% | 3,950 | 0.0% | 0.05% | -1.9% |
| Q2 2016 | $201,000 | – | 3,950 | – | 0.05% | – |
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% |