SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $514,000 | -51.9% | 10,655 | -51.0% | 0.15% | -50.0% |
Q2 2022 | $1,069,000 | -27.8% | 21,736 | -27.3% | 0.29% | -15.1% |
Q1 2022 | $1,480,000 | -21.3% | 29,880 | -19.2% | 0.34% | -20.7% |
Q4 2021 | $1,880,000 | -10.0% | 36,966 | -9.4% | 0.43% | -15.7% |
Q3 2021 | $2,089,000 | -2.9% | 40,803 | -2.9% | 0.52% | -3.7% |
Q2 2021 | $2,152,000 | -15.4% | 42,008 | -15.3% | 0.54% | -13.0% |
Q1 2021 | $2,545,000 | -9.7% | 49,595 | -9.6% | 0.62% | -16.6% |
Q4 2020 | $2,818,000 | -14.0% | 54,836 | -13.8% | 0.74% | -24.6% |
Q3 2020 | $3,277,000 | -1.1% | 63,634 | -0.8% | 0.98% | -7.4% |
Q2 2020 | $3,313,000 | +13.3% | 64,167 | +13.5% | 1.06% | -6.3% |
Q1 2020 | $2,924,000 | -63.2% | 56,526 | -64.1% | 1.13% | -53.2% |
Q4 2019 | $7,951,000 | -3.6% | 157,511 | -3.4% | 2.41% | -10.7% |
Q3 2019 | $8,250,000 | +50.3% | 163,068 | +50.3% | 2.70% | +50.2% |
Q2 2019 | $5,490,000 | +8.9% | 108,527 | +8.1% | 1.80% | +4.7% |
Q1 2019 | $5,040,000 | +41.6% | 100,413 | +40.8% | 1.72% | +28.5% |
Q4 2018 | $3,559,000 | -0.4% | 71,311 | -1.1% | 1.34% | +10.8% |
Q3 2018 | $3,574,000 | -1.3% | 72,109 | -0.9% | 1.20% | -8.4% |
Q2 2018 | $3,621,000 | +8.8% | 72,797 | +9.0% | 1.32% | +7.7% |
Q1 2018 | $3,327,000 | +26.8% | 66,757 | +27.3% | 1.22% | +27.3% |
Q4 2017 | $2,624,000 | -0.4% | 52,443 | +0.3% | 0.96% | +1.7% |
Q3 2017 | $2,635,000 | +34.2% | 52,280 | +34.3% | 0.94% | +29.7% |
Q2 2017 | $1,963,000 | +32.9% | 38,925 | +33.0% | 0.73% | +30.0% |
Q1 2017 | $1,477,000 | -12.1% | 29,261 | -12.2% | 0.56% | -16.7% |
Q4 2016 | $1,680,000 | -40.1% | 33,324 | -39.6% | 0.67% | -43.0% |
Q3 2016 | $2,804,000 | -4.7% | 55,209 | -4.4% | 1.18% | -9.5% |
Q2 2016 | $2,943,000 | +29.9% | 57,757 | +29.5% | 1.30% | +21.2% |
Q1 2016 | $2,265,000 | – | 44,593 | – | 1.07% | – |
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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% |