SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $345,193 | +5.9% | 7,155 | +5.9% | 0.01% | 0.0% |
| Q3 2022 | $326,000 | +19.4% | 6,757 | +27.3% | 0.01% | +33.3% |
| Q4 2020 | $273,000 | +9.2% | 5,309 | +9.3% | 0.01% | -10.0% |
| Q3 2020 | $250,000 | +2.5% | 4,858 | +2.7% | 0.01% | -9.1% |
| Q2 2020 | $244,000 | +21.4% | 4,728 | +16.9% | 0.01% | -8.3% |
| Q3 2018 | $201,000 | 0.0% | 4,045 | +0.1% | 0.01% | -7.7% |
| Q2 2018 | $201,000 | 0.0% | 4,040 | +0.1% | 0.01% | -13.3% |
| Q1 2018 | $201,000 | – | 4,036 | – | 0.02% | – |
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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% |