SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $30,937 | -1.0% | 646 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $31,260 | -0.8% | 646 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $31,518 | +1.1% | 646 | 0.0% | 0.02% | -4.8% |
Q4 2022 | $31,163 | +0.5% | 646 | 0.0% | 0.02% | -4.5% |
Q3 2022 | $31,000 | -16.2% | 646 | -13.4% | 0.02% | -12.0% |
Q2 2022 | $37,000 | 0.0% | 746 | 0.0% | 0.02% | +13.6% |
Q1 2022 | $37,000 | -2.6% | 746 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -4.3% |
Q3 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | +4.5% |
Q2 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -4.3% |
Q1 2021 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -8.0% |
Q4 2020 | $38,000 | 0.0% | 746 | 0.0% | 0.02% | -10.7% |
Q3 2020 | $38,000 | -2.6% | 746 | 0.0% | 0.03% | -3.4% |
Q2 2020 | $39,000 | 0.0% | 746 | 0.0% | 0.03% | -14.7% |
Q1 2020 | $39,000 | +2.6% | 746 | 0.0% | 0.03% | +25.9% |
Q4 2019 | $38,000 | 0.0% | 746 | 0.0% | 0.03% | -3.6% |
Q3 2019 | $38,000 | 0.0% | 746 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $38,000 | +2.7% | 746 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $37,000 | +60.9% | 746 | +60.4% | 0.03% | +47.4% |
Q4 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | +11.8% |
Q3 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -5.6% |
Q1 2018 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -5.3% |
Q3 2017 | $23,000 | 0.0% | 465 | 0.0% | 0.02% | -17.4% |
Q2 2017 | $23,000 | -81.0% | 465 | -80.6% | 0.02% | -78.3% |
Q1 2017 | $121,000 | 0.0% | 2,397 | 0.0% | 0.11% | -4.5% |
Q4 2016 | $121,000 | -0.8% | 2,397 | 0.0% | 0.11% | -5.1% |
Q3 2016 | $122,000 | 0.0% | 2,397 | 0.0% | 0.12% | -4.1% |
Q2 2016 | $122,000 | -81.3% | 2,397 | -81.4% | 0.12% | -81.1% |
Q1 2016 | $653,000 | +0.8% | 12,856 | 0.0% | 0.65% | -0.8% |
Q4 2015 | $648,000 | -0.8% | 12,856 | 0.0% | 0.65% | -2.7% |
Q3 2015 | $653,000 | +0.2% | 12,856 | 0.0% | 0.67% | +10.2% |
Q2 2015 | $652,000 | 0.0% | 12,856 | 0.0% | 0.61% | -2.4% |
Q1 2015 | $652,000 | +0.3% | 12,856 | 0.0% | 0.62% | -1.9% |
Q4 2014 | $650,000 | – | 12,856 | – | 0.64% | – |
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% |