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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,093,000 | -0.2% | 21,176 | +0.0% | 0.51% | +3.0% |
| Q1 2020 | $1,095,000 | +6.9% | 21,169 | +4.3% | 0.50% | +75.6% |
| Q4 2019 | $1,024,000 | +4.6% | 20,289 | +4.9% | 0.28% | +56.4% |
| Q3 2019 | $979,000 | +4.7% | 19,347 | +4.7% | 0.18% | +9.0% |
| Q2 2019 | $935,000 | -2.8% | 18,476 | -3.6% | 0.17% | -0.6% |
| Q1 2019 | $962,000 | -2.3% | 19,171 | -2.9% | 0.17% | -16.9% |
| Q4 2018 | $985,000 | +3.6% | 19,737 | +2.8% | 0.20% | -2.9% |
| Q3 2018 | $951,000 | +2.8% | 19,191 | +3.2% | 0.21% | -1.4% |
| Q2 2018 | $925,000 | – | 18,594 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |