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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,884 | -19.2% | 4,185 | -19.3% | 0.28% | -4.2% |
| Q3 2022 | $250,000 | -9.1% | 5,185 | -7.2% | 0.29% | -0.3% |
| Q2 2022 | $275,000 | -0.7% | 5,585 | 0.0% | 0.29% | +11.2% |
| Q1 2022 | $277,000 | -10.4% | 5,585 | -8.2% | 0.26% | +7.4% |
| Q4 2021 | $309,000 | -35.5% | 6,085 | -34.9% | 0.24% | -38.1% |
| Q3 2021 | $479,000 | -4.0% | 9,350 | -4.1% | 0.39% | +1.3% |
| Q2 2010 | $499,000 | – | 9,750 | – | 0.39% | – |
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% |