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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,147 | -0.4% | 2,300 | 0.0% | 0.08% | +6.8% |
| Q2 2023 | $110,538 | -19.1% | 2,300 | -17.9% | 0.07% | -22.1% |
| Q1 2023 | $136,612 | -24.1% | 2,800 | -25.0% | 0.10% | -25.8% |
| Q4 2022 | $180,032 | +0.0% | 3,732 | 0.0% | 0.13% | -11.1% |
| Q3 2022 | $180,000 | -2.2% | 3,732 | 0.0% | 0.14% | +5.9% |
| Q2 2022 | $184,000 | -0.5% | 3,732 | 0.0% | 0.14% | +25.9% |
| Q1 2022 | $185,000 | -2.6% | 3,732 | 0.0% | 0.11% | +9.1% |
| Q4 2021 | $190,000 | -30.4% | 3,732 | -30.1% | 0.10% | -36.9% |
| Q3 2021 | $273,000 | -0.4% | 5,340 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.16% | -12.4% |
| Q1 2021 | $274,000 | 0.0% | 5,340 | 0.0% | 0.18% | -11.1% |
| Q4 2020 | $274,000 | -0.4% | 5,340 | 0.0% | 0.20% | -20.7% |
| Q3 2020 | $275,000 | -0.4% | 5,340 | 0.0% | 0.25% | -17.4% |
| Q2 2020 | $276,000 | 0.0% | 5,340 | 0.0% | 0.30% | -12.6% |
| Q1 2020 | $276,000 | +20.5% | 5,340 | +17.6% | 0.35% | +83.2% |
| Q4 2019 | $229,000 | – | 4,540 | – | 0.19% | – |
Download | ||||||
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% |