SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,119 | +0.6% | 3,678 | +1.0% | 0.09% | +5.7% |
| Q2 2023 | $174,982 | -0.6% | 3,641 | +0.9% | 0.09% | -11.2% |
| Q1 2023 | $176,063 | +1.7% | 3,609 | +0.5% | 0.10% | -8.4% |
| Q4 2022 | $173,205 | +0.7% | 3,590 | +0.7% | 0.11% | 0.0% |
| Q3 2022 | $172,000 | -1.7% | 3,564 | +0.4% | 0.11% | +5.9% |
| Q2 2022 | $175,000 | -0.6% | 3,551 | +0.1% | 0.10% | +20.2% |
| Q1 2022 | $176,000 | -2.2% | 3,546 | +0.1% | 0.08% | +9.1% |
| Q4 2021 | $180,000 | -50.3% | 3,543 | -50.0% | 0.08% | -55.7% |
| Q3 2021 | $362,000 | 0.0% | 7,079 | +0.1% | 0.17% | -2.2% |
| Q2 2021 | $362,000 | 0.0% | 7,073 | +0.1% | 0.18% | -16.0% |
| Q1 2021 | $362,000 | -12.6% | 7,065 | -12.4% | 0.21% | -13.5% |
| Q4 2020 | $414,000 | -42.9% | 8,066 | -42.7% | 0.24% | -47.1% |
| Q3 2020 | $725,000 | 0.0% | 14,076 | +0.3% | 0.46% | -9.4% |
| Q2 2020 | $725,000 | – | 14,034 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 426,950 | $21,279,000 | 16.58% |
| Corrigan Financial, Inc. | 344,961 | $17,192,841 | 13.25% |
| Quantum Capital Management, LLC / NJ | 600,742 | $29,941,000 | 8.56% |
| USAdvisors Wealth Management, LLC | 179,724 | $8,957,000 | 7.11% |
| Invst, LLC | 190,973 | $9,510,000 | 6.11% |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 15,200 | $758,000 | 5.99% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 172,778 | $8,607,000 | 5.78% |
| JUNCTURE WEALTH STRATEGIES, LLC | 173,913 | $8,668,000 | 4.83% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 298,152 | $14,860,000 | 4.78% |
| Relaxing Retirement Coach | 249,182 | $12,419,000 | 3.92% |