SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,238 | -99.9% | 25,672 | +0.2% | 0.12% | -7.6% |
| Q3 2022 | $1,236,000 | -2.4% | 25,615 | -0.5% | 0.13% | +2.3% |
| Q2 2022 | $1,266,000 | -6.2% | 25,734 | -5.5% | 0.13% | +15.2% |
| Q1 2022 | $1,349,000 | -1.3% | 27,237 | +1.3% | 0.11% | +5.7% |
| Q4 2021 | $1,367,000 | +1.4% | 26,879 | +2.1% | 0.11% | -57.3% |
| Q3 2021 | $1,348,000 | +1.7% | 26,328 | +1.7% | 0.25% | +44.2% |
| Q2 2021 | $1,326,000 | 0.0% | 25,880 | +0.1% | 0.17% | -14.4% |
| Q1 2021 | $1,326,000 | -0.2% | 25,849 | -0.1% | 0.20% | +3.1% |
| Q4 2020 | $1,329,000 | +11.1% | 25,864 | +11.4% | 0.20% | -1.5% |
| Q3 2020 | $1,196,000 | -3.6% | 23,218 | -3.4% | 0.20% | -12.8% |
| Q2 2020 | $1,241,000 | +1.9% | 24,032 | +2.0% | 0.23% | -18.9% |
| Q1 2020 | $1,218,000 | -8.5% | 23,551 | -10.7% | 0.28% | +25.6% |
| Q4 2019 | $1,331,000 | -87.2% | 26,368 | -87.2% | 0.22% | -87.5% |
| Q3 2019 | $10,417,000 | -1.1% | 205,916 | -1.1% | 1.78% | -22.8% |
| Q2 2019 | $10,530,000 | +465.2% | 208,141 | +460.8% | 2.31% | +403.1% |
| Q1 2019 | $1,863,000 | +27.2% | 37,117 | +26.4% | 0.46% | +6.5% |
| Q4 2018 | $1,465,000 | +0.1% | 29,355 | -0.6% | 0.43% | +20.1% |
| Q3 2018 | $1,463,000 | +3.9% | 29,529 | +4.3% | 0.36% | -4.3% |
| Q2 2018 | $1,408,000 | -1.7% | 28,322 | -1.5% | 0.38% | -15.5% |
| Q1 2018 | $1,432,000 | +3.9% | 28,741 | +5.1% | 0.44% | -3.9% |
| Q3 2017 | $1,378,000 | -10.5% | 27,353 | -10.4% | 0.46% | -22.2% |
| Q1 2017 | $1,540,000 | -3.1% | 30,522 | -3.3% | 0.59% | -15.6% |
| Q4 2016 | $1,590,000 | -4.6% | 31,551 | -3.8% | 0.70% | -10.7% |
| Q3 2016 | $1,666,000 | +3.3% | 32,800 | +3.7% | 0.79% | +1.8% |
| Q2 2016 | $1,612,000 | -3.5% | 31,638 | -3.8% | 0.77% | -7.6% |
| Q1 2016 | $1,670,000 | -5.5% | 32,874 | -6.2% | 0.84% | -8.3% |
| Q4 2015 | $1,768,000 | – | 35,056 | – | 0.91% | – |
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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% |