SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 338 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $312,000 | +3.7% | 6,081 | +3.7% | 0.01% | -15.4% |
| Q4 2020 | $301,000 | 0.0% | 5,865 | +0.5% | 0.01% | -13.3% |
| Q3 2020 | $301,000 | +0.7% | 5,835 | +0.7% | 0.02% | -6.2% |
| Q2 2020 | $299,000 | +0.7% | 5,796 | +1.0% | 0.02% | -27.3% |
| Q1 2020 | $297,000 | -18.9% | 5,739 | -20.7% | 0.02% | -21.4% |
| Q4 2019 | $366,000 | +4.0% | 7,241 | +4.1% | 0.03% | -3.4% |
| Q3 2019 | $352,000 | -73.8% | 6,957 | -74.0% | 0.03% | -80.7% |
| Q1 2019 | $1,343,000 | -8.3% | 26,760 | -8.8% | 0.15% | -27.5% |
| Q4 2018 | $1,464,000 | – | 29,333 | – | 0.21% | – |
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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% |