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 2022 | $210,000 | -96.7% | 4,244 | -96.6% | 0.05% | -96.3% |
| Q4 2021 | $6,331,000 | -0.0% | 124,506 | +0.6% | 1.46% | -11.0% |
| Q3 2021 | $6,333,000 | +4.1% | 123,729 | +4.2% | 1.64% | +6.1% |
| Q2 2021 | $6,085,000 | +1.5% | 118,793 | +1.7% | 1.55% | -7.5% |
| Q1 2021 | $5,995,000 | -1.9% | 116,847 | -1.8% | 1.68% | -9.5% |
| Q4 2020 | $6,114,000 | -0.3% | 118,968 | -0.1% | 1.85% | -15.9% |
| Q3 2020 | $6,130,000 | +8.9% | 119,039 | +9.2% | 2.20% | -12.0% |
| Q2 2020 | $5,629,000 | +6.9% | 109,027 | +7.1% | 2.50% | -7.5% |
| Q1 2020 | $5,268,000 | +4.0% | 101,831 | +1.5% | 2.70% | +14.4% |
| Q4 2019 | $5,064,000 | +45.7% | 100,316 | +46.0% | 2.36% | +13.9% |
| Q3 2019 | $3,476,000 | +2.3% | 68,707 | +2.3% | 2.08% | -1.1% |
| Q2 2019 | $3,397,000 | +5.5% | 67,155 | +4.6% | 2.10% | +1.7% |
| Q1 2019 | $3,221,000 | +4.7% | 64,184 | +4.2% | 2.06% | -5.8% |
| Q4 2018 | $3,075,000 | – | 61,607 | – | 2.19% | – |
Download | ||||||
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% |