SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 225 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,511,000 | +113.1% | 156,428 | +113.5% | 0.01% | +100.0% |
Q2 2023 | $3,525,000 | +5.4% | 73,282 | +7.0% | 0.01% | 0.0% |
Q1 2023 | $3,344,000 | -17.4% | 68,497 | -18.5% | 0.01% | -22.2% |
Q4 2022 | $4,048,000 | -32.4% | 84,042 | -32.3% | 0.01% | -43.8% |
Q3 2022 | $5,985,000 | -8.8% | 124,066 | -7.1% | 0.02% | -5.9% |
Q2 2022 | $6,565,000 | +6.6% | 133,522 | +7.5% | 0.02% | +21.4% |
Q1 2022 | $6,158,000 | -2.5% | 124,206 | +0.1% | 0.01% | 0.0% |
Q4 2021 | $6,315,000 | -2.0% | 124,106 | -1.4% | 0.01% | -17.6% |
Q3 2021 | $6,447,000 | -0.1% | 125,846 | -0.0% | 0.02% | -10.5% |
Q2 2021 | $6,455,000 | -52.8% | 125,898 | -52.8% | 0.02% | -55.8% |
Q1 2021 | $13,682,000 | -2.3% | 266,797 | -2.1% | 0.04% | -25.9% |
Q4 2020 | $13,997,000 | +0.6% | 272,548 | +0.9% | 0.06% | -13.4% |
Q3 2020 | $13,917,000 | +0.5% | 270,139 | +0.7% | 0.07% | -11.8% |
Q2 2020 | $13,853,000 | -48.3% | 268,281 | -48.2% | 0.08% | -56.3% |
Q1 2020 | $26,779,000 | +7.6% | 517,525 | +5.0% | 0.17% | +18.4% |
Q4 2019 | $24,893,000 | +3.7% | 492,993 | +3.9% | 0.15% | +12.2% |
Q3 2019 | $24,008,000 | +11.2% | 474,287 | +11.1% | 0.13% | +1.6% |
Q2 2019 | $21,599,000 | +304.6% | 426,788 | +302.2% | 0.13% | +258.3% |
Q1 2019 | $5,338,000 | -32.7% | 106,109 | -33.3% | 0.04% | -41.0% |
Q4 2018 | $7,932,000 | +844.3% | 159,116 | +830.9% | 0.06% | +916.7% |
Q3 2018 | $840,000 | +0.6% | 17,093 | +1.8% | 0.01% | -14.3% |
Q2 2018 | $835,000 | +107.2% | 16,793 | +107.8% | 0.01% | +133.3% |
Q1 2018 | $403,000 | – | 8,081 | – | 0.00% | – |
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% |