SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,603 | -8.3% | 2,499 | -8.2% | 0.03% | -3.3% |
| Q2 2023 | $130,494 | -51.9% | 2,722 | -51.0% | 0.03% | -50.8% |
| Q1 2023 | $271,050 | +1.2% | 5,552 | 0.0% | 0.06% | +5.2% |
| Q4 2022 | $267,829 | -16.8% | 5,552 | -16.8% | 0.06% | -23.7% |
| Q3 2022 | $322,000 | -97.9% | 6,674 | -97.8% | 0.08% | -97.7% |
| Q2 2022 | $15,014,000 | -22.9% | 305,223 | -22.3% | 3.37% | -10.7% |
| Q1 2022 | $19,470,000 | -13.6% | 393,002 | -11.3% | 3.77% | -11.8% |
| Q4 2021 | $22,540,000 | – | 443,267 | – | 4.28% | – |
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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% |