SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,979 | +44.2% | 2,234 | +44.7% | 0.01% | +50.0% |
| Q2 2023 | $74,210 | -13.8% | 1,544 | -12.5% | 0.00% | -20.0% |
| Q1 2023 | $86,128 | -41.4% | 1,765 | -42.1% | 0.01% | -44.4% |
| Q4 2022 | $147,077 | +0.7% | 3,049 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $146,000 | -10.4% | 3,034 | -8.5% | 0.01% | -10.0% |
| Q2 2022 | $163,000 | -56.5% | 3,317 | -56.3% | 0.01% | -47.4% |
| Q1 2022 | $375,000 | -42.2% | 7,582 | -40.7% | 0.02% | -38.7% |
| Q4 2021 | $649,000 | -13.8% | 12,776 | -13.2% | 0.03% | -22.5% |
| Q3 2021 | $753,000 | -13.1% | 14,711 | -13.1% | 0.04% | -13.0% |
| Q2 2021 | $867,000 | -53.0% | 16,923 | -52.9% | 0.05% | -56.6% |
| Q1 2021 | $1,843,000 | +141.9% | 35,916 | +142.4% | 0.11% | +130.4% |
| Q4 2020 | $762,000 | +6250.0% | 14,818 | +6399.1% | 0.05% | +4500.0% |
| Q3 2020 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | – | 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% |