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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1 | 0.0% | 12 | 0.0% | 0.00% | – |
Q2 2023 | $1 | 0.0% | 12 | 0.0% | 0.00% | – |
Q1 2023 | $1 | 0.0% | 12 | 0.0% | 0.00% | – |
Q4 2022 | $1 | -99.9% | 12 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | -75.0% | 12 | -84.6% | 0.00% | -100.0% |
Q2 2022 | $4,000 | -99.6% | 78 | -99.6% | 0.00% | -99.5% |
Q2 2020 | $1,012,000 | +72.1% | 19,601 | +68.7% | 0.22% | +74.8% |
Q2 2019 | $588,000 | – | 11,619 | – | 0.13% | – |
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% |