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 | $18,029,166 | +2898.4% | 376,470 | +2909.1% | 0.06% | +883.3% |
| Q2 2023 | $601,299 | +17.0% | 12,511 | +18.8% | 0.01% | 0.0% |
| Q1 2023 | $514,022 | +74.8% | 10,535 | +80.5% | 0.01% | +50.0% |
| Q4 2021 | $294,000 | +25.6% | 5,836 | +27.4% | 0.00% | +33.3% |
| Q3 2021 | $234,000 | -99.6% | 4,581 | -99.6% | 0.00% | -99.7% |
| Q2 2021 | $59,910,000 | +3.9% | 1,169,204 | +4.0% | 0.96% | -7.8% |
| Q1 2021 | $57,664,000 | +13.5% | 1,124,273 | +13.7% | 1.05% | -8.8% |
| Q4 2020 | $50,791,000 | +11.8% | 988,535 | +11.9% | 1.15% | -3.5% |
| Q3 2020 | $45,444,000 | +24.8% | 883,431 | +25.2% | 1.19% | +13.9% |
| Q2 2020 | $36,421,000 | +23.8% | 705,833 | +24.1% | 1.04% | -0.4% |
| Q1 2020 | $29,412,000 | -0.5% | 568,898 | -2.8% | 1.05% | +0.6% |
| Q4 2019 | $29,556,000 | +8.7% | 585,492 | +8.9% | 1.04% | -4.8% |
| Q3 2019 | $27,185,000 | +6.6% | 537,709 | +6.4% | 1.10% | -2.6% |
| Q2 2019 | $25,512,000 | +6.2% | 505,391 | +5.3% | 1.12% | -17.2% |
| Q1 2019 | $24,032,000 | +4.3% | 479,866 | +3.8% | 1.36% | -6.6% |
| Q4 2018 | $23,043,000 | +5.1% | 462,346 | +4.6% | 1.46% | +10.1% |
| Q3 2018 | $21,921,000 | +7.6% | 442,165 | +7.7% | 1.32% | +5.2% |
| Q2 2018 | $20,378,000 | +9.6% | 410,482 | +9.7% | 1.26% | +0.6% |
| Q1 2018 | $18,599,000 | +15.6% | 374,075 | +16.2% | 1.25% | +9.4% |
| Q4 2017 | $16,087,000 | +16.1% | 322,058 | +16.9% | 1.14% | -0.6% |
| Q3 2017 | $13,862,000 | +40.9% | 275,479 | +41.1% | 1.15% | +26.2% |
| Q2 2017 | $9,840,000 | +20.1% | 195,258 | +20.2% | 0.91% | +4.6% |
| Q1 2017 | $8,192,000 | +15.9% | 162,414 | +15.9% | 0.87% | +1.4% |
| Q4 2016 | $7,068,000 | +46.2% | 140,184 | +47.0% | 0.86% | +19.2% |
| Q3 2016 | $4,833,000 | – | 95,345 | – | 0.72% | – |
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% |