SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,238,738 | +3.7% | 589,658 | +4.1% | 9.61% | +10.2% |
Q2 2023 | $27,219,167 | +7.3% | 566,358 | +8.9% | 8.72% | -7.8% |
Q1 2023 | $25,371,654 | +9.6% | 520,018 | +8.3% | 9.45% | -1.1% |
Q4 2022 | $23,157,943 | +4405.4% | 480,057 | +4405.9% | 9.56% | +3866.0% |
Q3 2022 | $514,000 | +8.7% | 10,654 | +10.7% | 0.24% | +8.6% |
Q2 2022 | $473,000 | -0.8% | 9,625 | +0.0% | 0.22% | +20.0% |
Q1 2022 | $477,000 | -26.4% | 9,622 | -24.5% | 0.18% | -23.6% |
Q4 2021 | $648,000 | -12.2% | 12,743 | -11.6% | 0.24% | -19.9% |
Q3 2021 | $738,000 | -9.0% | 14,411 | -9.0% | 0.30% | -8.8% |
Q2 2021 | $811,000 | -16.6% | 15,843 | -16.5% | 0.33% | -26.0% |
Q1 2021 | $973,000 | -31.3% | 18,963 | -31.2% | 0.45% | -30.9% |
Q4 2020 | $1,417,000 | +8.2% | 27,572 | +8.4% | 0.65% | -5.8% |
Q3 2020 | $1,310,000 | +5.2% | 25,441 | +5.5% | 0.69% | -5.4% |
Q2 2020 | $1,245,000 | +32.3% | 24,119 | +32.5% | 0.73% | -8.3% |
Q1 2020 | $941,000 | -24.7% | 18,197 | -26.4% | 0.79% | +0.1% |
Q4 2019 | $1,249,000 | -14.0% | 24,737 | -13.8% | 0.79% | -25.5% |
Q3 2019 | $1,453,000 | -7.0% | 28,690 | -7.3% | 1.06% | -10.1% |
Q2 2019 | $1,562,000 | -7.7% | 30,961 | -8.3% | 1.18% | -10.9% |
Q1 2019 | $1,692,000 | -19.7% | 33,764 | -20.0% | 1.33% | -32.2% |
Q4 2018 | $2,108,000 | -39.9% | 42,228 | -40.4% | 1.96% | -30.7% |
Q3 2018 | $3,509,000 | – | 70,822 | – | 2.82% | – |
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% |