SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,764,178 | +2.9% | 36,838 | +3.2% | 0.12% | +4.3% |
| Q2 2023 | $1,714,835 | +4.2% | 35,681 | +5.8% | 0.12% | -3.4% |
| Q1 2023 | $1,645,840 | +5.0% | 33,733 | +3.8% | 0.12% | -1.7% |
| Q4 2022 | $1,568,192 | +1.2% | 32,508 | +1.3% | 0.12% | -6.2% |
| Q3 2022 | $1,549,000 | +32.8% | 32,096 | +35.4% | 0.13% | +31.6% |
| Q2 2022 | $1,166,000 | +257.7% | 23,707 | +259.9% | 0.10% | +276.9% |
| Q1 2022 | $326,000 | -9.4% | 6,588 | -6.2% | 0.03% | -18.8% |
| Q4 2021 | $360,000 | +6.2% | 7,022 | +6.1% | 0.03% | +10.3% |
| Q3 2021 | $339,000 | -5.8% | 6,617 | -5.8% | 0.03% | -9.4% |
| Q2 2021 | $360,000 | – | 7,022 | – | 0.03% | – |
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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% |