SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,637 | -83.1% | 300 | -83.3% | 0.00% | -83.3% |
| Q4 2022 | $86,832 | +520.2% | 1,800 | +500.0% | 0.01% | +500.0% |
| Q3 2022 | $14,000 | -6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -16.7% | 300 | -14.3% | 0.00% | -33.3% |
| Q2 2021 | $18,000 | -52.6% | 350 | -53.3% | 0.00% | -81.2% |
| Q1 2021 | $38,000 | -2.6% | 750 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $39,000 | +680.0% | 750 | +650.0% | 0.02% | +750.0% |
| Q3 2020 | $5,000 | -88.4% | 100 | -88.2% | 0.00% | -89.5% |
| Q4 2017 | $43,000 | – | 850 | – | 0.02% | – |
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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% |