SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,784 | +1.4% | 3,065 | +1.8% | 0.07% | +4.6% |
| Q2 2023 | $144,776 | -19.3% | 3,012 | -18.1% | 0.06% | -25.3% |
| Q1 2023 | $179,445 | +12.1% | 3,678 | +10.8% | 0.09% | +6.1% |
| Q4 2022 | $160,126 | -8.0% | 3,319 | -7.8% | 0.08% | -12.8% |
| Q3 2022 | $174,000 | +8.1% | 3,601 | +10.0% | 0.09% | +10.6% |
| Q2 2022 | $161,000 | -13.0% | 3,273 | -12.3% | 0.08% | 0.0% |
| Q1 2022 | $185,000 | -2.1% | 3,732 | +0.5% | 0.08% | 0.0% |
| Q4 2021 | $189,000 | -0.5% | 3,714 | +0.2% | 0.08% | -9.6% |
| Q3 2021 | $190,000 | +8.6% | 3,705 | +8.5% | 0.09% | +5.6% |
| Q2 2021 | $175,000 | +10.1% | 3,415 | +10.3% | 0.09% | +1.1% |
| Q1 2021 | $159,000 | -1.9% | 3,096 | -2.1% | 0.09% | -7.4% |
| Q4 2020 | $162,000 | +15.7% | 3,162 | +16.3% | 0.10% | +2.2% |
| Q3 2020 | $140,000 | +3.7% | 2,718 | +4.2% | 0.09% | -6.1% |
| Q2 2020 | $135,000 | +0.7% | 2,608 | +0.8% | 0.10% | -15.4% |
| Q1 2020 | $134,000 | +1.5% | 2,587 | -1.3% | 0.12% | +24.5% |
| Q4 2019 | $132,000 | – | 2,621 | – | 0.09% | – |
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% |