SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,916 | -0.4% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $1,923 | -75.4% | 40 | -75.0% | 0.00% | -100.0% |
| Q1 2023 | $7,807 | +1.2% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,718 | -83.6% | 160 | -83.7% | 0.00% | -83.3% |
| Q3 2022 | $47,000 | +193.8% | 982 | +198.5% | 0.01% | +200.0% |
| Q2 2022 | $16,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -5.9% | 329 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 329 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $17,000 | -34.6% | 329 | -34.9% | 0.00% | -40.0% |
| Q4 2020 | $26,000 | -35.0% | 505 | -35.3% | 0.01% | -44.4% |
| Q3 2020 | $40,000 | -2.4% | 780 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | -33.9% | 800 | -32.8% | 0.01% | -10.0% |
| Q1 2020 | $62,000 | -57.2% | 1,190 | -60.3% | 0.01% | -41.2% |
| Q4 2019 | $145,000 | – | 3,000 | – | 0.02% | – |
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% |