SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $80,080 | -59.4% | 1,671 | +3381.2% | 0.00% | -99.8% |
Q2 2023 | $197,443 | +371.7% | 48 | -2.0% | 0.54% | -58.3% |
Q1 2023 | $41,858 | -71.0% | 49 | +2.1% | 1.29% | +71.0% |
Q4 2022 | $144,456 | -99.6% | 48 | -94.1% | 0.75% | -39.8% |
Q3 2022 | $37,034,000 | -1.9% | 816 | -2.0% | 1.25% | +6.7% |
Q2 2022 | $37,747,000 | -8.0% | 833 | -2.0% | 1.17% | +1.9% |
Q1 2022 | $41,030,000 | +3.9% | 850 | -20.6% | 1.15% | +29.0% |
Q4 2021 | $39,497,000 | +77345.1% | 1,071 | +37.7% | 0.89% | +3616.7% |
Q3 2021 | $51,000 | 0.0% | 778 | -0.4% | 0.02% | +33.3% |
Q2 2021 | $51,000 | -99.9% | 781 | -12.1% | 0.02% | -98.1% |
Q1 2021 | $45,612,000 | +92985.7% | 889 | -7.3% | 0.93% | +1973.3% |
Q4 2020 | $49,000 | -100.0% | 959 | -79.3% | 0.04% | -93.9% |
Q1 2020 | $239,291,000 | +478482.0% | 4,631 | -44.5% | 0.74% | +2079.4% |
Q4 2019 | $50,000 | -92.2% | 8,347 | -33.9% | 0.03% | -93.8% |
Q3 2019 | $639,000 | -12.2% | 12,630 | -12.3% | 0.55% | -7.9% |
Q2 2019 | $728,000 | -17.4% | 14,397 | -18.2% | 0.60% | -16.3% |
Q1 2019 | $881,000 | -59.1% | 17,610 | -59.4% | 0.71% | -68.4% |
Q3 2018 | $2,152,000 | +4.6% | 43,363 | +4.7% | 2.25% | +16.7% |
Q2 2018 | $2,058,000 | +8.4% | 41,430 | +8.3% | 1.93% | -0.7% |
Q1 2018 | $1,898,000 | – | 38,244 | – | 1.94% | – |
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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% |