SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,616 | -0.3% | 10,098 | +0.0% | 0.19% | -7.9% |
| Q2 2023 | $485,246 | -1.5% | 10,097 | +0.0% | 0.20% | -15.1% |
| Q1 2023 | $492,540 | -1.3% | 10,095 | -2.4% | 0.24% | -9.8% |
| Q4 2022 | $498,811 | -37.1% | 10,340 | -37.1% | 0.26% | -42.3% |
| Q3 2022 | $793,000 | -13.9% | 16,435 | -12.2% | 0.46% | -5.0% |
| Q2 2022 | $921,000 | -14.3% | 18,720 | -13.8% | 0.48% | -4.5% |
| Q1 2022 | $1,075,000 | -11.8% | 21,708 | -10.4% | 0.51% | -12.3% |
| Q4 2021 | $1,219,000 | -51.1% | 24,225 | -50.4% | 0.58% | -55.5% |
| Q3 2021 | $2,492,000 | -2.2% | 48,857 | -1.7% | 1.30% | -9.7% |
| Q2 2021 | $2,549,000 | -9.1% | 49,696 | -9.0% | 1.44% | -29.5% |
| Q1 2021 | $2,804,000 | -2.7% | 54,637 | -2.5% | 2.04% | -5.0% |
| Q4 2020 | $2,881,000 | +0.4% | 56,062 | +0.6% | 2.14% | -9.7% |
| Q3 2020 | $2,870,000 | -3.9% | 55,734 | -3.6% | 2.38% | -9.3% |
| Q2 2020 | $2,986,000 | +0.4% | 57,845 | +0.6% | 2.62% | -11.9% |
| Q1 2020 | $2,975,000 | +9.8% | 57,512 | +7.1% | 2.98% | +20.2% |
| Q4 2019 | $2,710,000 | +106.7% | 53,679 | +107.1% | 2.48% | +78.9% |
| Q3 2019 | $1,311,000 | +21.1% | 25,924 | +21.1% | 1.38% | +16.9% |
| Q2 2019 | $1,083,000 | +13.4% | 21,401 | +12.5% | 1.18% | +2.8% |
| Q1 2019 | $955,000 | +5.3% | 19,023 | +4.6% | 1.15% | -9.6% |
| Q4 2018 | $907,000 | -25.0% | 18,188 | -25.5% | 1.28% | -0.9% |
| Q3 2018 | $1,210,000 | -0.9% | 24,412 | -0.5% | 1.29% | -15.3% |
| Q2 2018 | $1,221,000 | -7.4% | 24,542 | -7.2% | 1.52% | +7.5% |
| Q1 2018 | $1,319,000 | +69.1% | 26,459 | +69.8% | 1.41% | +65.3% |
| Q4 2017 | $780,000 | – | 15,579 | – | 0.86% | – |
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% |