SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,844 | +15.6% | 5,384 | +22.7% | 0.02% | -21.1% |
| Q4 2021 | $223,000 | -17.7% | 4,389 | -17.1% | 0.02% | -34.5% |
| Q3 2021 | $271,000 | -0.7% | 5,296 | -0.7% | 0.03% | -23.7% |
| Q2 2021 | $273,000 | -15.0% | 5,334 | -14.7% | 0.04% | -30.9% |
| Q1 2021 | $321,000 | -0.6% | 6,255 | -0.7% | 0.06% | -6.8% |
| Q4 2020 | $323,000 | -20.2% | 6,298 | -20.0% | 0.06% | -33.0% |
| Q3 2020 | $405,000 | -9.2% | 7,872 | -9.1% | 0.09% | -12.0% |
| Q2 2020 | $446,000 | -14.6% | 8,656 | -14.3% | 0.10% | -24.8% |
| Q1 2020 | $522,000 | -27.9% | 10,099 | -29.6% | 0.13% | -13.6% |
| Q4 2019 | $724,000 | -1.9% | 14,335 | -1.7% | 0.15% | -13.0% |
| Q3 2019 | $738,000 | -13.6% | 14,588 | -13.6% | 0.18% | -15.3% |
| Q2 2019 | $854,000 | -12.9% | 16,889 | -13.6% | 0.21% | -14.7% |
| Q1 2019 | $981,000 | -19.9% | 19,554 | -20.2% | 0.24% | -29.6% |
| Q4 2018 | $1,224,000 | -25.2% | 24,516 | -25.7% | 0.35% | -17.7% |
| Q3 2018 | $1,637,000 | -18.2% | 33,015 | -17.9% | 0.42% | -22.1% |
| Q2 2018 | $2,000,000 | -8.6% | 40,202 | -8.4% | 0.54% | -10.4% |
| Q1 2018 | $2,188,000 | +10.2% | 43,894 | +10.6% | 0.61% | +14.3% |
| Q4 2017 | $1,986,000 | +43.8% | 39,699 | +44.9% | 0.53% | +30.9% |
| Q3 2017 | $1,381,000 | -20.1% | 27,399 | -20.0% | 0.40% | -22.4% |
| Q2 2017 | $1,728,000 | +5.9% | 34,264 | +6.0% | 0.52% | -1.3% |
| Q1 2017 | $1,631,000 | -3.5% | 32,331 | -3.6% | 0.53% | -7.2% |
| Q4 2016 | $1,691,000 | +3.4% | 33,529 | +4.2% | 0.57% | +0.7% |
| Q3 2016 | $1,635,000 | -5.8% | 32,186 | -5.5% | 0.57% | -9.3% |
| Q2 2016 | $1,735,000 | -5.3% | 34,055 | -5.6% | 0.62% | -6.2% |
| Q1 2016 | $1,833,000 | -10.9% | 36,079 | -11.6% | 0.66% | -14.9% |
| Q4 2015 | $2,058,000 | -3.7% | 40,808 | -2.9% | 0.78% | -10.7% |
| Q3 2015 | $2,136,000 | -11.9% | 42,045 | -12.1% | 0.88% | -5.0% |
| Q2 2015 | $2,425,000 | +8.8% | 47,826 | +8.9% | 0.92% | +7.5% |
| Q1 2015 | $2,228,000 | +5.4% | 43,907 | +5.1% | 0.86% | +1.2% |
| Q4 2014 | $2,113,000 | +10.2% | 41,782 | +10.2% | 0.85% | +7.9% |
| Q3 2014 | $1,917,000 | -0.4% | 37,913 | -0.2% | 0.78% | -0.5% |
| Q2 2014 | $1,924,000 | +3.8% | 38,003 | +3.6% | 0.79% | +0.4% |
| Q1 2014 | $1,854,000 | +5.2% | 36,669 | +5.1% | 0.79% | +6.2% |
| Q4 2013 | $1,763,000 | +29.3% | 34,877 | +29.3% | 0.74% | +19.7% |
| Q3 2013 | $1,363,000 | +59.0% | 26,973 | +58.8% | 0.62% | +52.2% |
| Q2 2013 | $857,000 | – | 16,987 | – | 0.41% | – |
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% |