SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 124 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $96,556 | +78.7% | 1,979 | +76.7% | 0.00% | +50.0% |
Q4 2022 | $54,028 | -1.8% | 1,120 | +4.1% | 0.00% | 0.0% |
Q2 2021 | $55,000 | -40.9% | 1,076 | -40.5% | 0.00% | -50.0% |
Q4 2020 | $93,000 | -2.1% | 1,808 | -1.8% | 0.00% | 0.0% |
Q3 2020 | $95,000 | +187.9% | 1,841 | +189.9% | 0.00% | +100.0% |
Q1 2020 | $33,000 | -70.3% | 635 | -71.2% | 0.00% | -66.7% |
Q4 2019 | $111,000 | +32.1% | 2,208 | +33.6% | 0.01% | +20.0% |
Q3 2019 | $84,000 | 0.0% | 1,653 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $84,000 | +2.4% | 1,653 | +0.6% | 0.01% | -16.7% |
Q1 2019 | $82,000 | – | 1,643 | +16330.0% | 0.01% | – |
Q4 2018 | $0 | – | 10 | – | 0.00% | – |
Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2018 | $104,000 | -24.6% | 2,099 | -24.2% | 0.01% | -27.3% |
Q1 2018 | $138,000 | -22.9% | 2,768 | -22.8% | 0.01% | -31.2% |
Q4 2017 | $179,000 | +2.3% | 3,587 | +3.6% | 0.02% | -20.0% |
Q3 2017 | $175,000 | 0.0% | 3,463 | -0.0% | 0.02% | -13.0% |
Q2 2017 | $175,000 | 0.0% | 3,464 | -0.3% | 0.02% | -8.0% |
Q1 2017 | $175,000 | -59.4% | 3,475 | -59.1% | 0.02% | -69.1% |
Q3 2016 | $431,000 | +7083.3% | 8,494 | +6641.3% | 0.08% | +8000.0% |
Q2 2016 | $6,000 | +500.0% | 126 | +425.0% | 0.00% | – |
Q1 2015 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
Q4 2014 | $1,000 | -66.7% | 24 | -61.3% | 0.00% | -100.0% |
Q4 2013 | $3,000 | – | 62 | – | 0.00% | – |
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% |