SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 457 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,981,418 | -6.7% | 41,228 | -5.3% | 4.25% | -0.1% |
| Q1 2023 | $2,124,414 | +57.1% | 43,542 | +55.3% | 4.26% | +39.7% |
| Q4 2022 | $1,352,601 | -8.5% | 28,039 | -8.3% | 3.05% | -16.4% |
| Q3 2022 | $1,478,000 | +6.7% | 30,578 | +8.4% | 3.65% | +96.1% |
| Q2 2022 | $1,385,000 | +25.3% | 28,215 | +26.1% | 1.86% | +146.0% |
| Q1 2022 | $1,105,000 | +100.9% | 22,379 | +108.5% | 0.76% | +342.1% |
| Q1 2021 | $550,000 | -28.3% | 10,735 | -28.1% | 0.17% | -47.9% |
| Q4 2020 | $767,000 | -23.5% | 14,938 | -23.6% | 0.33% | -26.6% |
| Q3 2020 | $1,003,000 | +84.7% | 19,541 | +81.6% | 0.45% | +106.9% |
| Q3 2019 | $543,000 | +24.3% | 10,758 | +24.2% | 0.22% | +8.5% |
| Q2 2019 | $437,000 | – | 8,659 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |