SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505 | +58.3% | 10,553 | +61.4% | 0.41% | +185.9% |
| Q1 2023 | $319 | -55.5% | 6,537 | -56.0% | 0.14% | -45.4% |
| Q4 2022 | $717 | -99.7% | 14,869 | +238.0% | 0.26% | +288.1% |
| Q1 2022 | $218,000 | -50.8% | 4,399 | -49.5% | 0.07% | -15.2% |
| Q4 2021 | $443,000 | -25.7% | 8,707 | -25.3% | 0.08% | -57.1% |
| Q3 2021 | $596,000 | +101.4% | 11,652 | +101.4% | 0.18% | +201.6% |
| Q2 2021 | $296,000 | -96.8% | 5,786 | -96.8% | 0.06% | -97.5% |
| Q1 2021 | $9,200,000 | +16.1% | 179,306 | +16.3% | 2.40% | +25.5% |
| Q4 2020 | $7,921,000 | +2708.9% | 154,130 | +2712.6% | 1.91% | +242.1% |
| Q3 2020 | $282,000 | – | 5,480 | – | 0.56% | – |
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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% |