SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,296,242 | -5.7% | 27,141 | -5.5% | 0.03% | 0.0% |
| Q2 2023 | $1,375,103 | -5.0% | 28,732 | -3.5% | 0.03% | 0.0% |
| Q1 2023 | $1,447,052 | +104.8% | 29,787 | +104.3% | 0.03% | +100.0% |
| Q4 2022 | $706,644 | -52.9% | 14,582 | -53.2% | 0.01% | -60.0% |
| Q3 2022 | $1,501,000 | -17.9% | 31,139 | -16.5% | 0.04% | -12.5% |
| Q2 2022 | $1,829,000 | -22.7% | 37,272 | -22.2% | 0.04% | -13.0% |
| Q1 2022 | $2,365,000 | +263.3% | 47,918 | +273.4% | 0.05% | +318.2% |
| Q4 2021 | $651,000 | -18.0% | 12,832 | -17.4% | 0.01% | -21.4% |
| Q3 2021 | $794,000 | +4.9% | 15,533 | +5.1% | 0.01% | 0.0% |
| Q2 2021 | $757,000 | +202.8% | 14,781 | +203.9% | 0.01% | +40.0% |
| Q1 2021 | $250,000 | -55.4% | 4,863 | -55.5% | 0.01% | -54.5% |
| Q4 2020 | $561,000 | -32.7% | 10,924 | -32.5% | 0.02% | -42.1% |
| Q3 2020 | $833,000 | -83.0% | 16,173 | -82.9% | 0.04% | -87.5% |
| Q2 2020 | $4,889,000 | +51.7% | 94,695 | +52.0% | 0.30% | +64.9% |
| Q1 2020 | $3,223,000 | +735.0% | 62,301 | +716.3% | 0.18% | +781.0% |
| Q3 2019 | $386,000 | +68.6% | 7,632 | +68.8% | 0.02% | +61.5% |
| Q2 2019 | $229,000 | -99.5% | 4,522 | -99.5% | 0.01% | -99.5% |
| Q1 2019 | $43,445,000 | -19.6% | 865,617 | -20.1% | 2.82% | -31.3% |
| Q4 2018 | $54,054,000 | – | 1,083,027 | – | 4.10% | – |
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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% |