SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,423,000 | +7.5% | 27,807 | +7.6% | 0.18% | +13.4% |
| Q2 2021 | $1,324,000 | -0.3% | 25,842 | -0.1% | 0.16% | -8.7% |
| Q1 2021 | $1,328,000 | -0.4% | 25,875 | -0.2% | 0.17% | -9.0% |
| Q4 2020 | $1,333,000 | -33.1% | 25,936 | -32.8% | 0.19% | -41.5% |
| Q2 2020 | $1,992,000 | +381.2% | 38,591 | +382.7% | 0.32% | +728.2% |
| Q1 2020 | $414,000 | -70.3% | 7,995 | -71.1% | 0.04% | -81.6% |
| Q4 2019 | $1,396,000 | – | 27,656 | – | 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% |