SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 467 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,334,000 | -10.6% | 26,064 | -10.5% | 0.19% | -10.4% |
| Q2 2021 | $1,492,000 | -4.7% | 29,137 | -4.5% | 0.21% | -11.7% |
| Q1 2021 | $1,565,000 | +31.8% | 30,508 | +32.0% | 0.24% | +24.5% |
| Q4 2020 | $1,187,000 | +2.9% | 23,106 | +3.2% | 0.19% | -8.6% |
| Q3 2020 | $1,153,000 | +3.0% | 22,387 | +3.3% | 0.21% | -6.2% |
| Q2 2020 | $1,119,000 | +17.5% | 21,665 | +17.8% | 0.22% | -3.0% |
| Q1 2020 | $952,000 | +14.4% | 18,395 | +11.6% | 0.23% | +53.0% |
| Q4 2019 | $832,000 | +6.4% | 16,487 | +6.7% | 0.15% | -1.3% |
| Q3 2019 | $782,000 | +1.8% | 15,448 | +1.8% | 0.15% | -0.6% |
| Q2 2019 | $768,000 | +22.1% | 15,179 | +21.1% | 0.15% | +18.5% |
| Q1 2019 | $629,000 | +69.5% | 12,537 | +68.5% | 0.13% | +51.2% |
| Q4 2018 | $371,000 | – | 7,442 | – | 0.09% | – |
Download | ||||||
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% |