SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $306,000 | -0.3% | 6,015 | +0.3% | 0.06% | -15.7% |
| Q3 2021 | $307,000 | -0.3% | 5,995 | -0.2% | 0.07% | 0.0% |
| Q2 2021 | $308,000 | +12.8% | 6,006 | +13.0% | 0.07% | +1.4% |
| Q1 2021 | $273,000 | -5.2% | 5,314 | -5.1% | 0.07% | -12.7% |
| Q4 2020 | $288,000 | +4.7% | 5,601 | +4.7% | 0.08% | +8.2% |
| Q3 2020 | $275,000 | -31.8% | 5,350 | -31.5% | 0.07% | -31.8% |
| Q2 2020 | $403,000 | +17.2% | 7,805 | +17.2% | 0.11% | -0.9% |
| Q1 2020 | $344,000 | -17.1% | 6,657 | -18.6% | 0.11% | +6.9% |
| Q4 2019 | $415,000 | +1.5% | 8,179 | +1.0% | 0.10% | +1.0% |
| Q3 2019 | $409,000 | +24.7% | 8,099 | +24.8% | 0.10% | +25.0% |
| Q2 2019 | $328,000 | +1.9% | 6,490 | +0.8% | 0.08% | -5.9% |
| Q1 2019 | $322,000 | +3.2% | 6,440 | +3.0% | 0.08% | -15.8% |
| Q4 2018 | $312,000 | – | 6,253 | – | 0.10% | – |
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% |