SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,714 | +14.8% | 7,908 | +15.2% | 0.06% | +16.1% |
| Q2 2023 | $329,788 | -7.1% | 6,862 | -5.7% | 0.06% | -8.2% |
| Q1 2023 | $355,045 | -4.5% | 7,277 | -5.6% | 0.06% | -7.6% |
| Q4 2022 | $371,786 | +7.1% | 7,707 | +7.2% | 0.07% | 0.0% |
| Q3 2022 | $347,000 | +52.9% | 7,191 | +55.8% | 0.07% | +61.0% |
| Q2 2022 | $227,000 | +144.1% | 4,616 | +149.9% | 0.04% | +2.5% |
| Q2 2019 | $93,000 | -45.3% | 1,847 | -45.6% | 0.04% | -47.4% |
| Q1 2019 | $170,000 | +240.0% | 3,394 | +239.4% | 0.08% | +204.0% |
| Q4 2018 | $50,000 | +92.3% | 1,000 | +90.5% | 0.02% | +108.3% |
| Q3 2018 | $26,000 | +160.0% | 525 | +162.5% | 0.01% | +140.0% |
| Q2 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $10,000 | – | 200 | – | 0.01% | – |
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% |