SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $902,344 | +3.5% | 18,842 | +3.9% | 0.24% | -0.8% |
| Q2 2023 | $871,713 | +0.5% | 18,138 | +1.7% | 0.24% | -2.4% |
| Q1 2023 | $867,511 | -9.3% | 17,828 | -9.4% | 0.25% | -8.6% |
| Q4 2022 | $956,302 | -1.2% | 19,677 | -2.2% | 0.27% | -14.6% |
| Q3 2022 | $968,000 | -2.5% | 20,119 | -0.0% | 0.32% | +6.8% |
| Q2 2022 | $993,000 | -2.3% | 20,122 | -1.9% | 0.30% | +5.0% |
| Q1 2022 | $1,016,000 | -3.1% | 20,503 | -0.5% | 0.28% | -10.2% |
| Q4 2021 | $1,048,000 | +4.7% | 20,602 | +5.4% | 0.31% | -11.6% |
| Q3 2021 | $1,001,000 | +4.9% | 19,552 | +5.0% | 0.35% | +2.0% |
| Q2 2021 | $954,000 | +7.1% | 18,625 | +7.3% | 0.35% | -2.3% |
| Q1 2021 | $891,000 | +0.2% | 17,362 | +0.3% | 0.36% | -17.6% |
| Q4 2020 | $889,000 | +2.5% | 17,307 | +2.8% | 0.43% | -7.5% |
| Q3 2020 | $867,000 | +0.8% | 16,828 | +1.0% | 0.47% | -3.5% |
| Q2 2020 | $860,000 | -0.8% | 16,666 | -0.6% | 0.48% | -1.2% |
| Q1 2020 | $867,000 | -1.3% | 16,768 | -3.6% | 0.49% | +23.8% |
| Q4 2019 | $878,000 | +0.2% | 17,387 | +0.4% | 0.40% | -0.8% |
| Q3 2019 | $876,000 | +5.5% | 17,316 | +5.5% | 0.40% | +2.6% |
| Q2 2019 | $830,000 | -3.6% | 16,407 | -4.3% | 0.39% | -4.7% |
| Q1 2019 | $861,000 | +6.2% | 17,145 | +5.5% | 0.41% | -1.2% |
| Q4 2018 | $811,000 | +14.9% | 16,251 | +14.1% | 0.41% | +11.7% |
| Q3 2018 | $706,000 | +3.1% | 14,247 | +3.5% | 0.37% | +2.2% |
| Q2 2018 | $685,000 | -2.1% | 13,763 | -2.0% | 0.36% | -9.1% |
| Q1 2018 | $700,000 | +105.9% | 14,038 | +106.4% | 0.40% | +114.6% |
| Q4 2017 | $340,000 | -0.9% | 6,800 | -0.0% | 0.18% | -2.6% |
| Q3 2017 | $343,000 | +5.5% | 6,803 | +5.6% | 0.19% | +0.5% |
| Q2 2017 | $325,000 | – | 6,443 | – | 0.19% | – |
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% |