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 | $54,499 | +98989.1% | 1,138 | 0.0% | 0.02% | +4.2% |
Q2 2023 | $55 | -1.8% | 1,138 | 0.0% | 0.02% | -11.1% |
Q1 2023 | $56 | +1.8% | 1,138 | 0.0% | 0.03% | -3.6% |
Q4 2022 | $55 | -99.9% | 1,138 | 0.0% | 0.03% | 0.0% |
Q3 2022 | $55,000 | -1.8% | 1,138 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $56,000 | 0.0% | 1,138 | 0.0% | 0.03% | +21.7% |
Q1 2022 | $56,000 | -3.4% | 1,138 | 0.0% | 0.02% | +4.5% |
Q4 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -8.3% |
Q3 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.02% | -14.3% |
Q1 2021 | $58,000 | 0.0% | 1,138 | 0.0% | 0.03% | -6.7% |
Q4 2020 | $58,000 | -1.7% | 1,138 | 0.0% | 0.03% | -3.2% |
Q3 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.03% | -16.2% |
Q2 2020 | $59,000 | 0.0% | 1,138 | 0.0% | 0.04% | -7.5% |
Q1 2020 | $59,000 | +3.5% | 1,138 | 0.0% | 0.04% | +8.1% |
Q4 2019 | $57,000 | -1.7% | 1,138 | 0.0% | 0.04% | -9.8% |
Q3 2019 | $58,000 | 0.0% | 1,138 | 0.0% | 0.04% | -2.4% |
Q2 2019 | $58,000 | +1.8% | 1,138 | 0.0% | 0.04% | -4.5% |
Q1 2019 | $57,000 | 0.0% | 1,138 | 0.0% | 0.04% | -12.0% |
Q4 2018 | $57,000 | +78.1% | 1,138 | +78.4% | 0.05% | +127.3% |
Q3 2018 | $32,000 | 0.0% | 638 | 0.0% | 0.02% | +10.0% |
Q2 2018 | $32,000 | 0.0% | 638 | -0.6% | 0.02% | -9.1% |
Q1 2018 | $32,000 | 0.0% | 642 | 0.0% | 0.02% | -12.0% |
Q4 2017 | $32,000 | – | 642 | – | 0.02% | – |
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% |