SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,724 | -0.4% | 913 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $43,879 | -10.7% | 913 | -9.3% | 0.00% | 0.0% |
Q1 2023 | $49,132 | +1.3% | 1,007 | +0.2% | 0.00% | 0.0% |
Q4 2022 | $48,481 | +5.4% | 1,005 | +5.3% | 0.00% | 0.0% |
Q3 2022 | $46,000 | -2.1% | 954 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $47,000 | -6.0% | 954 | -4.9% | 0.00% | 0.0% |
Q1 2022 | $50,000 | 0.0% | 1,003 | +1.4% | 0.00% | 0.0% |
Q4 2021 | $50,000 | -2.0% | 989 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $51,000 | +13.3% | 988 | +12.1% | 0.00% | 0.0% |
Q2 2021 | $45,000 | 0.0% | 881 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $45,000 | -2.2% | 881 | -1.2% | 0.00% | 0.0% |
Q4 2020 | $46,000 | -4.2% | 892 | -4.5% | 0.00% | 0.0% |
Q3 2020 | $48,000 | +2.1% | 934 | +1.6% | 0.00% | 0.0% |
Q2 2020 | $47,000 | -7.8% | 919 | -6.4% | 0.00% | -50.0% |
Q1 2020 | $51,000 | +6.2% | 982 | +2.6% | 0.00% | +100.0% |
Q4 2019 | $48,000 | +6.7% | 957 | +5.3% | 0.00% | 0.0% |
Q3 2019 | $45,000 | – | 909 | – | 0.00% | – |
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% |