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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $627,391 | -70.6% | 12,859 | -70.9% | 0.00% | -66.7% |
| Q4 2022 | $2,133,125 | -55.5% | 44,219 | -54.6% | 0.00% | -57.1% |
| Q2 2022 | $4,794,000 | -8.1% | 97,453 | -7.5% | 0.01% | +40.0% |
| Q1 2022 | $5,217,000 | +311.4% | 105,311 | +322.4% | 0.01% | +400.0% |
| Q4 2021 | $1,268,000 | -9.6% | 24,931 | -9.0% | 0.00% | 0.0% |
| Q3 2021 | $1,402,000 | -67.9% | 27,396 | -67.9% | 0.00% | -80.0% |
| Q2 2021 | $4,373,000 | -39.9% | 85,373 | -39.8% | 0.01% | -54.5% |
| Q1 2021 | $7,271,000 | +38.9% | 141,717 | +39.4% | 0.01% | +37.5% |
| Q3 2020 | $5,236,000 | +517.5% | 101,676 | +519.2% | 0.01% | +300.0% |
| Q2 2020 | $848,000 | -10.1% | 16,420 | -9.9% | 0.00% | 0.0% |
| Q1 2020 | $943,000 | – | 18,228 | – | 0.00% | – |
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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% |