Clarkston Capital Partners, LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Clarkston Capital Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$43,724
-0.4%
9130.0%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%
9540.0%0.00%0.0%
Q2 2022$47,000
-6.0%
954
-4.9%
0.00%0.0%
Q1 2022$50,0000.0%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$45,0000.0%8810.0%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%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 344,050$17,054,54612.25%
Quantum Capital Management, LLC / NJ 579,803$28,741,0007.92%
MinichMacGregor Wealth Management, LLC 226,718$11,224,0007.40%
USAdvisors Wealth Management, LLC 204,832$10,154,0007.27%
Hilton Capital Management, LLC 874,144$43,331,0006.47%
Invst, LLC 229,185$11,347,0005.78%
Carlton Hofferkamp & Jenks Wealth Management, LLC 165,178$8,187,0005.02%
Allen Capital Group, LLC 297,613$14,753,0004.90%
JUNCTURE WEALTH STRATEGIES, LLC 184,289$9,135,0004.78%
Relaxing Retirement Coach 312,837$15,502,0004.65%
View complete list of SCHWAB STRATEGIC TR shareholders