SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 417 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,106,000 | -4.1% | 21,528 | -3.9% | 0.28% | -15.8% |
| Q3 2020 | $1,153,000 | -18.3% | 22,407 | -18.1% | 0.34% | -25.4% |
| Q2 2020 | $1,412,000 | -9.9% | 27,357 | -9.7% | 0.45% | -28.8% |
| Q1 2020 | $1,567,000 | -18.0% | 30,286 | -20.0% | 0.63% | -10.2% |
| Q4 2019 | $1,910,000 | -1.0% | 37,836 | -0.7% | 0.70% | -16.4% |
| Q3 2019 | $1,930,000 | +42.3% | 38,118 | +41.9% | 0.84% | +41.3% |
| Q2 2019 | $1,356,000 | +32.2% | 26,868 | +31.4% | 0.60% | +3.3% |
| Q1 2019 | $1,026,000 | +19.7% | 20,449 | +19.1% | 0.58% | -1.7% |
| Q4 2018 | $857,000 | +42.8% | 17,170 | +41.8% | 0.59% | +50.3% |
| Q3 2018 | $600,000 | – | 12,110 | – | 0.39% | – |
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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% |