SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $287 | +10.0% | 5,925 | +8.6% | 0.01% | 0.0% |
| Q3 2023 | $261 | +2.4% | 5,455 | +2.6% | 0.01% | +25.0% |
| Q2 2023 | $255 | -1.5% | 5,315 | +0.2% | 0.00% | -20.0% |
| Q1 2023 | $259 | +10.2% | 5,303 | +8.8% | 0.01% | 0.0% |
| Q4 2022 | $235 | -99.9% | 4,873 | -4.3% | 0.01% | 0.0% |
| Q3 2022 | $246,000 | +9.3% | 5,092 | +11.3% | 0.01% | 0.0% |
| Q2 2022 | $225,000 | +5.6% | 4,577 | +6.2% | 0.01% | +25.0% |
| Q1 2022 | $213,000 | -36.6% | 4,309 | -34.8% | 0.00% | -33.3% |
| Q4 2021 | $336,000 | -0.6% | 6,609 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $338,000 | -4.5% | 6,609 | -4.3% | 0.01% | -14.3% |
| Q2 2021 | $354,000 | -24.2% | 6,909 | -24.2% | 0.01% | -22.2% |
| Q1 2021 | $467,000 | +7.6% | 9,109 | +7.8% | 0.01% | 0.0% |
| Q4 2020 | $434,000 | -11.6% | 8,450 | -11.3% | 0.01% | -25.0% |
| Q3 2020 | $491,000 | -0.2% | 9,525 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $492,000 | +4.9% | 9,525 | +5.1% | 0.01% | -7.1% |
| Q1 2020 | $469,000 | +326.4% | 9,065 | +318.7% | 0.01% | +366.7% |
| Q3 2019 | $110,000 | – | 2,165 | – | 0.00% | – |
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% |