SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $562,329 | -0.7% | 11,560 | -1.5% | 0.42% | -1.4% |
Q4 2022 | $566,362 | -0.3% | 11,732 | -0.8% | 0.42% | -0.7% |
Q3 2022 | $568,000 | -7.2% | 11,832 | -4.8% | 0.42% | -4.1% |
Q2 2022 | $612,000 | -11.2% | 12,435 | -10.9% | 0.44% | -0.2% |
Q1 2022 | $689,000 | -0.6% | 13,950 | +2.1% | 0.44% | +1.8% |
Q4 2021 | $693,000 | +13.1% | 13,667 | +14.1% | 0.44% | +1.9% |
Q3 2021 | $613,000 | -2.2% | 11,979 | -2.2% | 0.43% | -0.2% |
Q2 2021 | $627,000 | +2.8% | 12,251 | +3.0% | 0.43% | -4.5% |
Q1 2021 | $610,000 | +11.3% | 11,890 | +11.5% | 0.45% | -1.5% |
Q4 2020 | $548,000 | +3.0% | 10,659 | +3.2% | 0.46% | -13.3% |
Q3 2020 | $532,000 | +29.4% | 10,325 | +29.6% | 0.52% | +25.3% |
Q2 2020 | $411,000 | +29.2% | 7,967 | +29.3% | 0.42% | +9.1% |
Q1 2020 | $318,000 | -48.2% | 6,161 | -49.4% | 0.38% | -32.0% |
Q4 2019 | $614,000 | -0.3% | 12,166 | -0.1% | 0.56% | +2.7% |
Q3 2019 | $616,000 | +3.9% | 12,176 | +3.6% | 0.55% | -0.4% |
Q2 2019 | $593,000 | -0.8% | 11,749 | -1.7% | 0.55% | -1.8% |
Q1 2019 | $598,000 | -6.0% | 11,949 | -6.3% | 0.56% | -20.4% |
Q4 2018 | $636,000 | +18.0% | 12,751 | +17.3% | 0.71% | +43.5% |
Q3 2018 | $539,000 | -2.4% | 10,867 | -2.0% | 0.49% | -8.4% |
Q2 2018 | $552,000 | – | 11,092 | – | 0.54% | – |
Download |
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% |