SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,452 | -27.6% | 615 | -27.3% | 0.01% | -28.6% |
| Q2 2023 | $40,659 | -1.5% | 846 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $41,276 | +1.1% | 846 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,811 | -45.6% | 846 | -45.3% | 0.01% | -50.0% |
| Q3 2022 | $75,000 | -1.3% | 1,547 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $76,000 | -85.9% | 1,547 | -85.8% | 0.01% | -84.1% |
| Q1 2022 | $538,000 | -2.0% | 10,862 | +0.7% | 0.08% | -1.2% |
| Q4 2021 | $549,000 | +632.0% | 10,791 | +638.6% | 0.08% | +492.9% |
| Q3 2021 | $75,000 | +13.6% | 1,461 | +13.6% | 0.01% | 0.0% |
| Q2 2021 | $66,000 | +6.5% | 1,286 | +6.7% | 0.01% | 0.0% |
| Q1 2021 | $62,000 | -85.2% | 1,205 | -85.2% | 0.01% | -86.8% |
| Q4 2020 | $419,000 | +8.8% | 8,145 | +8.8% | 0.11% | -3.6% |
| Q3 2020 | $385,000 | – | 7,485 | – | 0.11% | – |
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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% |