SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $240,000 | -95.0% | 4,835 | -94.9% | 0.04% | -92.4% |
Q4 2021 | $4,802,000 | -10.3% | 94,441 | -9.7% | 0.60% | -44.6% |
Q3 2021 | $5,354,000 | -5.8% | 104,582 | -5.8% | 1.08% | -5.7% |
Q2 2021 | $5,686,000 | -4.7% | 111,012 | -4.5% | 1.14% | -13.0% |
Q1 2021 | $5,965,000 | -17.7% | 116,245 | -17.6% | 1.31% | -25.0% |
Q4 2020 | $7,248,000 | -12.3% | 141,030 | -12.2% | 1.75% | -15.8% |
Q3 2020 | $8,268,000 | -31.7% | 160,632 | -31.5% | 2.07% | -35.4% |
Q2 2020 | $12,109,000 | +0.2% | 234,543 | +0.4% | 3.21% | -13.7% |
Q1 2020 | $12,080,000 | -16.4% | 233,524 | -18.4% | 3.72% | -2.5% |
Q4 2019 | $14,450,000 | -2.2% | 286,256 | -1.9% | 3.82% | -16.5% |
Q3 2019 | $14,780,000 | -34.0% | 291,686 | -34.1% | 4.57% | -36.8% |
Q2 2019 | $22,397,000 | +7.6% | 442,716 | +6.7% | 7.23% | +5.1% |
Q1 2019 | $20,815,000 | +9.1% | 414,730 | +8.3% | 6.88% | +2.0% |
Q4 2018 | $19,082,000 | +29.3% | 382,874 | +28.6% | 6.74% | +37.6% |
Q3 2018 | $14,753,000 | +12.3% | 297,613 | +12.7% | 4.90% | +1.1% |
Q2 2018 | $13,136,000 | +56.9% | 264,092 | +57.2% | 4.85% | +49.4% |
Q1 2018 | $8,371,000 | +18.5% | 167,952 | +18.9% | 3.24% | +6.2% |
Q4 2017 | $7,066,000 | – | 141,234 | – | 3.06% | – |
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% |