SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $130,585 | -98.8% | 2,707 | -98.7% | 0.05% | -98.5% |
Q4 2021 | $10,587,000 | +2.0% | 208,211 | +2.7% | 3.22% | -7.8% |
Q3 2021 | $10,378,000 | +94.3% | 202,748 | +94.4% | 3.49% | +86.6% |
Q2 2021 | $5,341,000 | -6.7% | 104,284 | -6.6% | 1.87% | -12.5% |
Q1 2021 | $5,727,000 | -37.9% | 111,617 | -37.8% | 2.14% | -43.1% |
Q4 2020 | $9,229,000 | -16.3% | 179,592 | -16.1% | 3.76% | -27.7% |
Q3 2020 | $11,025,000 | -59.2% | 214,093 | -59.1% | 5.20% | -65.2% |
Q2 2020 | $27,020,000 | +28.7% | 523,350 | +25.8% | 14.96% | +27.9% |
Q4 2019 | $20,996,000 | +4.6% | 415,936 | +4.9% | 11.69% | -13.9% |
Q3 2019 | $20,068,000 | +243.1% | 396,695 | +242.2% | 13.58% | +232.2% |
Q2 2019 | $5,849,000 | -5.0% | 115,932 | -5.8% | 4.09% | -11.7% |
Q1 2019 | $6,159,000 | -45.1% | 123,088 | -45.7% | 4.63% | -37.5% |
Q3 2018 | $11,224,000 | -25.4% | 226,718 | -25.1% | 7.40% | -30.8% |
Q2 2018 | $15,037,000 | -29.3% | 302,741 | -29.1% | 10.71% | -35.4% |
Q1 2018 | $21,279,000 | +4.5% | 426,950 | +4.9% | 16.58% | +4.2% |
Q4 2017 | $20,368,000 | -0.3% | 407,131 | +0.5% | 15.91% | -6.1% |
Q3 2017 | $20,420,000 | -0.2% | 405,160 | -0.1% | 16.93% | -4.6% |
Q2 2017 | $20,453,000 | +1.9% | 405,662 | +2.0% | 17.75% | -1.8% |
Q1 2017 | $20,070,000 | +1.2% | 397,741 | +1.1% | 18.07% | -2.6% |
Q4 2016 | $19,833,000 | -1.4% | 393,366 | -0.6% | 18.56% | -1.7% |
Q3 2016 | $20,107,000 | -1.3% | 395,885 | -1.0% | 18.87% | -1.9% |
Q2 2016 | $20,370,000 | +0.2% | 399,729 | -0.1% | 19.23% | -2.1% |
Q1 2016 | $20,336,000 | -2.5% | 400,315 | -2.6% | 19.63% | +1.0% |
Q4 2015 | $20,848,000 | – | 410,816 | – | 19.43% | – |
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% |