SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 516 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |