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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,811 | +78.6% | 13,715 | +79.2% | 0.04% | +87.5% |
| Q2 2023 | $367,803 | +0.0% | 7,653 | +1.6% | 0.02% | -4.0% |
| Q1 2023 | $367,681 | -31.6% | 7,536 | -32.3% | 0.02% | -34.2% |
| Q4 2022 | $537,201 | -17.4% | 11,136 | -17.3% | 0.04% | -20.8% |
| Q3 2022 | $650,000 | -63.8% | 13,465 | -63.1% | 0.05% | -63.4% |
| Q2 2022 | $1,796,000 | -1.2% | 36,505 | -0.5% | 0.13% | +7.4% |
| Q1 2022 | $1,817,000 | -2.4% | 36,680 | +0.2% | 0.12% | -18.1% |
| Q4 2021 | $1,861,000 | -4.4% | 36,604 | -3.7% | 0.15% | -12.4% |
| Q3 2021 | $1,947,000 | -0.3% | 38,029 | -0.3% | 0.17% | -1.7% |
| Q2 2021 | $1,953,000 | +4.3% | 38,129 | +4.4% | 0.17% | -7.5% |
| Q1 2021 | $1,873,000 | +31.8% | 36,506 | +32.1% | 0.19% | +12.7% |
| Q4 2020 | $1,421,000 | +77.8% | 27,644 | +78.3% | 0.17% | +55.1% |
| Q3 2020 | $799,000 | -27.4% | 15,507 | -27.2% | 0.11% | -32.3% |
| Q2 2020 | $1,100,000 | -68.8% | 21,312 | -68.7% | 0.16% | -71.6% |
| Q1 2020 | $3,527,000 | -17.2% | 68,175 | -19.2% | 0.56% | -0.5% |
| Q4 2019 | $4,260,000 | -5.0% | 84,380 | -4.8% | 0.56% | -16.8% |
| Q3 2019 | $4,483,000 | -25.4% | 88,619 | -25.4% | 0.67% | -29.0% |
| Q2 2019 | $6,008,000 | -11.2% | 118,763 | -11.9% | 0.95% | -38.0% |
| Q1 2019 | $6,765,000 | -11.1% | 134,782 | -11.6% | 1.53% | -30.2% |
| Q4 2018 | $7,607,000 | -7.3% | 152,412 | -7.9% | 2.19% | +2.1% |
| Q3 2018 | $8,202,000 | +9.4% | 165,473 | +9.8% | 2.14% | +2.3% |
| Q2 2018 | $7,498,000 | +76.3% | 150,747 | +77.2% | 2.09% | +194.5% |
| Q1 2018 | $4,253,000 | +336.7% | 85,071 | +337.1% | 0.71% | +136.2% |
| Q4 2017 | $974,000 | +3.0% | 19,462 | +3.7% | 0.30% | -3.8% |
| Q3 2017 | $946,000 | +6.7% | 18,760 | +6.6% | 0.31% | +3.6% |
| Q2 2017 | $887,000 | -18.4% | 17,600 | -18.3% | 0.30% | -24.7% |
| Q1 2017 | $1,087,000 | +334.8% | 21,540 | +334.2% | 0.40% | +281.9% |
| Q4 2016 | $250,000 | – | 4,961 | – | 0.10% | – |
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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% |