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 2023 | $12,429,613 | +0.8% | 256,545 | -0.4% | 0.43% | -14.9% |
Q3 2023 | $12,331,332 | +50.3% | 257,493 | +50.8% | 0.50% | +44.8% |
Q2 2023 | $8,205,215 | -4.4% | 170,729 | -3.0% | 0.35% | -12.6% |
Q1 2023 | $8,584,206 | -4.0% | 175,942 | -5.1% | 0.40% | -13.9% |
Q4 2022 | $8,942,030 | +682.3% | 185,365 | +682.9% | 0.46% | +600.0% |
Q3 2022 | $1,143,000 | +29.6% | 23,677 | +32.1% | 0.07% | +20.0% |
Q2 2022 | $882,000 | -0.5% | 17,929 | +0.3% | 0.06% | +34.1% |
Q1 2022 | $886,000 | +0.6% | 17,880 | +3.2% | 0.04% | -6.8% |
Q4 2021 | $881,000 | +2.1% | 17,319 | +2.8% | 0.04% | -34.3% |
Q3 2021 | $863,000 | -1.5% | 16,849 | -1.5% | 0.07% | -5.6% |
Q2 2021 | $876,000 | -2.1% | 17,101 | -1.9% | 0.07% | -20.2% |
Q1 2021 | $895,000 | +13.4% | 17,434 | +13.6% | 0.09% | -5.3% |
Q4 2020 | $789,000 | +19.5% | 15,346 | +19.8% | 0.09% | -2.1% |
Q3 2020 | $660,000 | -23.9% | 12,808 | -23.7% | 0.10% | -29.4% |
Q2 2020 | $867,000 | +43.5% | 16,788 | +43.7% | 0.14% | +33.3% |
Q1 2020 | $604,000 | +43.8% | 11,681 | +40.3% | 0.10% | +41.7% |
Q4 2019 | $420,000 | -7.1% | 8,328 | -6.8% | 0.07% | -12.2% |
Q3 2019 | $452,000 | +9.2% | 8,934 | +9.2% | 0.08% | +10.8% |
Q2 2019 | $414,000 | +7.5% | 8,183 | +6.8% | 0.07% | +1.4% |
Q1 2019 | $385,000 | +4.9% | 7,664 | +4.1% | 0.07% | -1.4% |
Q4 2018 | $367,000 | +5.5% | 7,360 | +4.8% | 0.07% | -2.6% |
Q3 2018 | $348,000 | – | 7,026 | – | 0.08% | – |
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% |