SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,116 | +136.1% | 11,507 | +136.9% | 0.01% | +75.0% |
| Q2 2023 | $233,471 | -67.8% | 4,858 | -67.3% | 0.00% | -66.7% |
| Q1 2023 | $724,611 | -32.0% | 14,852 | -32.8% | 0.01% | -42.9% |
| Q4 2022 | $1,065,963 | -0.1% | 22,098 | +0.1% | 0.02% | -12.5% |
| Q3 2022 | $1,067,000 | +25.4% | 22,086 | +27.9% | 0.02% | +33.3% |
| Q2 2022 | $851,000 | -13.4% | 17,268 | -12.9% | 0.02% | +38.5% |
| Q1 2022 | $983,000 | – | 19,832 | – | 0.01% | – |
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% |