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 | $37,316,861 | +43.5% | 779,220 | +44.0% | 4.02% | +57.4% |
| Q2 2023 | $26,000,475 | +49.2% | 541,000 | +51.5% | 2.55% | +35.4% |
| Q1 2023 | $17,423,502 | +3.8% | 357,112 | +2.7% | 1.89% | -1.3% |
| Q4 2022 | $16,780,477 | -1.8% | 347,854 | -1.7% | 1.91% | -6.4% |
| Q3 2022 | $17,084,000 | +2.0% | 353,996 | +4.2% | 2.04% | +5.2% |
| Q2 2022 | $16,752,000 | -4.9% | 339,792 | -4.5% | 1.94% | +9.7% |
| Q1 2022 | $17,624,000 | -1.5% | 355,762 | +1.1% | 1.77% | +3.1% |
| Q4 2021 | $17,899,000 | +312.7% | 351,998 | +315.4% | 1.72% | +282.8% |
| Q3 2021 | $4,337,000 | -7.1% | 84,728 | -7.0% | 0.45% | -7.1% |
| Q2 2021 | $4,668,000 | +47.3% | 91,138 | +47.6% | 0.48% | +55.5% |
| Q1 2021 | $3,169,000 | +73.9% | 61,761 | +74.2% | 0.31% | +45.5% |
| Q4 2020 | $1,822,000 | +100.7% | 35,445 | +101.1% | 0.21% | +70.4% |
| Q3 2020 | $908,000 | +269.1% | 17,623 | +268.9% | 0.12% | +237.8% |
| Q2 2020 | $246,000 | +2136.4% | 4,777 | +2023.1% | 0.04% | +3600.0% |
| Q3 2018 | $11,000 | – | 225 | – | 0.00% | – |
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% |