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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $241,000 | -59.2% | 4,707 | -59.1% | 0.04% | -28.0% |
| Q2 2021 | $591,000 | +76.9% | 11,519 | +77.3% | 0.05% | -15.3% |
| Q1 2021 | $334,000 | 0.0% | 6,497 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $334,000 | -0.3% | 6,497 | 0.0% | 0.06% | -18.1% |
| Q3 2020 | $335,000 | -50.7% | 6,497 | -21.0% | 0.07% | -22.6% |
| Q2 2020 | $680,000 | +73.9% | 8,227 | +8.9% | 0.09% | -23.8% |
| Q1 2020 | $391,000 | -23.6% | 7,556 | -25.5% | 0.12% | -2.4% |
| Q4 2019 | $512,000 | -0.2% | 10,144 | 0.0% | 0.12% | -12.6% |
| Q3 2019 | $513,000 | 0.0% | 10,144 | 0.0% | 0.14% | +1.4% |
| Q2 2019 | $513,000 | +13.0% | 10,144 | +12.1% | 0.14% | +21.6% |
| Q1 2019 | $454,000 | +37.2% | 9,052 | +36.3% | 0.12% | +18.4% |
| Q4 2018 | $331,000 | +65.5% | 6,639 | +64.4% | 0.10% | +96.0% |
| Q3 2018 | $200,000 | 0.0% | 4,039 | +0.4% | 0.05% | -2.0% |
| Q2 2018 | $200,000 | -55.9% | 4,024 | -55.5% | 0.05% | -10.5% |
| Q1 2018 | $454,000 | – | 9,052 | – | 0.06% | – |
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% |