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 | $205,879 | -2.5% | 4,299 | -2.2% | 0.08% | +5.5% |
| Q2 2023 | $211,224 | -84.0% | 4,395 | -83.9% | 0.07% | -77.9% |
| Q4 2022 | $1,320,666 | -46.1% | 27,377 | -46.1% | 0.33% | -64.0% |
| Q3 2022 | $2,450,000 | -17.5% | 50,782 | -15.9% | 0.92% | -27.5% |
| Q2 2022 | $2,970,000 | -43.3% | 60,383 | -41.0% | 1.26% | -37.3% |
| Q3 2021 | $5,238,000 | +2046.7% | 102,343 | +2046.0% | 2.02% | +1451.5% |
| Q1 2021 | $244,000 | -0.4% | 4,769 | 0.0% | 0.13% | -6.5% |
| Q4 2020 | $245,000 | – | 4,769 | – | 0.14% | – |
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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% |