SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 517 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $548,000 | -2.0% | 11,357 | 0.0% | 0.09% | +7.1% |
| Q2 2022 | $559,000 | -12.0% | 11,357 | -11.4% | 0.08% | -4.5% |
| Q1 2022 | $635,000 | -3.1% | 12,816 | -0.5% | 0.09% | -4.3% |
| Q4 2021 | $655,000 | -0.8% | 12,885 | 0.0% | 0.09% | -10.6% |
| Q3 2021 | $660,000 | -0.9% | 12,885 | -0.9% | 0.10% | -2.8% |
| Q2 2021 | $666,000 | -0.1% | 13,000 | 0.0% | 0.11% | -6.1% |
| Q1 2021 | $667,000 | -4.6% | 13,000 | -4.4% | 0.11% | -12.3% |
| Q4 2020 | $699,000 | -0.1% | 13,600 | 0.0% | 0.13% | -16.1% |
| Q3 2020 | $700,000 | -0.3% | 13,600 | 0.0% | 0.16% | -6.1% |
| Q2 2020 | $702,000 | -0.3% | 13,600 | 0.0% | 0.16% | -13.2% |
| Q1 2020 | $704,000 | +2.5% | 13,600 | 0.0% | 0.19% | +31.9% |
| Q4 2019 | $687,000 | -0.3% | 13,600 | 0.0% | 0.14% | -5.3% |
| Q3 2019 | $689,000 | +0.1% | 13,600 | 0.0% | 0.15% | -5.6% |
| Q2 2019 | $688,000 | – | 13,600 | – | 0.16% | – |
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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% |