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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,285,707 | +14.7% | 5,610 | -75.2% | 0.00% | -82.4% |
| Q1 2022 | $1,121,000 | -28.0% | 22,632 | -26.1% | 0.02% | -29.2% |
| Q4 2021 | $1,557,000 | -37.6% | 30,629 | -37.2% | 0.02% | -56.4% |
| Q3 2021 | $2,495,000 | -4.9% | 48,749 | -4.8% | 0.06% | -3.5% |
| Q2 2021 | $2,623,000 | -1.8% | 51,202 | -1.6% | 0.06% | -9.5% |
| Q1 2021 | $2,670,000 | -10.6% | 52,040 | -10.4% | 0.06% | -34.4% |
| Q4 2020 | $2,986,000 | – | 58,102 | – | 0.10% | – |
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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% |