SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 477 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $344,000 | -7.0% | 6,989 | -6.3% | 0.10% | 0.0% |
| Q1 2022 | $370,000 | -0.8% | 7,462 | +0.4% | 0.10% | -56.5% |
| Q4 2021 | $373,000 | -3.6% | 7,435 | -1.7% | 0.23% | +64.3% |
| Q3 2021 | $387,000 | -5.6% | 7,567 | -5.5% | 0.14% | -13.0% |
| Q2 2021 | $410,000 | -0.2% | 8,011 | 0.0% | 0.16% | -7.5% |
| Q1 2021 | $411,000 | -4.9% | 8,011 | -4.6% | 0.17% | -13.0% |
| Q4 2020 | $432,000 | -0.7% | 8,400 | -0.5% | 0.20% | -11.5% |
| Q3 2020 | $435,000 | -0.9% | 8,439 | -0.8% | 0.23% | -7.0% |
| Q2 2020 | $439,000 | -0.2% | 8,508 | 0.0% | 0.24% | -15.0% |
| Q1 2020 | $440,000 | +2.1% | 8,508 | -0.4% | 0.29% | +24.3% |
| Q4 2019 | $431,000 | -0.2% | 8,544 | +0.0% | 0.23% | -6.1% |
| Q3 2019 | $432,000 | +17.1% | 8,543 | +17.3% | 0.24% | +12.4% |
| Q2 2019 | $369,000 | -1.1% | 7,285 | -2.0% | 0.22% | -5.2% |
| Q1 2019 | $373,000 | – | 7,435 | – | 0.23% | – |
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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% |